- Individual or Wealth Managers
They usually offer personalized services to particular individuals, especially high-profile people. They offer expert advice regarding their financial performance and how to increase their wealth.
- Private wealth managers
- Financial advisors
- Institutional Asset Managers
Asset servicing that specializes in managing the assets of institutions. This includes assets from insurance companies, pension funds, educational institutions, foundations, non-profits, and the government.
- Pension fund managers
- Insurance asset managers
- Investment Fund Managers
These are managers who typically focus on supervising financial assets like mutual funds, ETFs, hedge funds, and equity.
- Mutual fund managers
- Exchange-traded fund managers
- Hedge fund managers
- Private equity managers