Asset & Wealth Management
How asset and wealth management works, and the finance, marketing, data and AI that run it.
Asset and wealth managers invest other people's money for a fee, competing on performance, trust and cost as passive investing reshapes the industry. This vertical gives you the big picture, then finance, marketing, data and AI applied inside it.
Key terms
Why specialize in Asset & Wealth Management?
Cross-cutting skills are not enough in the Asset & Wealth Management sector. It plays by its own rules: a distinct value chain, specific players and balance of power, dense regulation, and key figures you won't find anywhere else. This vertical gives you that sector fluency — first the big picture, then finance, marketing, data and AI applied concretely to Asset & Wealth Management, with the calculations, benchmarks and checklists you actually need on the ground.
What you'll be able to do
- Understand how the Asset & Wealth Management sector works: value chain, key players and balance of power
- Know the major regulations and laws, the sector's acronyms and vocabulary
- Run the key calculations and read the benchmarks specific to Asset & Wealth Management (US and Europe markets)
- Apply finance, marketing, data and AI to the realities of Asset & Wealth Management
- Gauge your level with 5 sector assessments and a competency radar
70 lessons across 16 modules and 5 blocks, with a test per lens and a sector competency radar. Free to read — no account required.
Curriculum
Asset & Wealth Management: how the sector works
Generalhow asset and wealth management works: the AUM-and-fees model, active vs passive, the value chain from manager to distributor to client, and fiduciary duty.
4 Modules · 18 Lessons
Finance in asset management
Financethe economics of asset management: fee structures and margins, fee compression, operating leverage on AUM, and how flows drive the business.
3 Modules · 13 Lessons
Marketing in asset management
Marketingdistribution and brand in asset/wealth management: winning advisor and institutional channels, performance vs trust, and regulated communications.
3 Modules · 13 Lessons
Data in asset management
Datainvestment and client data: market and portfolio data, performance attribution, client analytics, and the compliance around it.
3 Modules · 13 Lessons
AI in asset management
AIAI in asset/wealth management: research and signals, portfolio and risk tools, advice and personalization, and the compliance limits.
3 Modules · 13 Lessons