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Wealth Management, Portfolio Management, Private Banking Novato, Marin County, San Francisco North Bay, Ca. USA 94945, 94947, 94949 |
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Categorized by city see:
Belvedere/Tiburon
Corte Madera
Kentfield
Larkspur
Mill Valley
Novato
Ross |
The business of investment management has several facets,
including the employment of professional fund managers, research (of
individual assets and asset classes), dealing, settlement,
marketing, internal auditing, and the preparation of reports for
clients. The largest financial fund managers are firms that
exhibit all the complexity their size demands. Apart from the
people who bring in the money (marketers) and the people who
direct investment (the fund managers), there are compliance staff
(to ensure accord with legislative and regulatory constraints),
internal auditors of various kinds (to examine internal systems
and controls), financial controllers (to account for the
institutions' own money and costs), computer experts, and "back
office" employees (to track and record transactions and fund
valuations for up to thousands of clients per institution).
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