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Difference between Portfolio Management and Wealth Management

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Sunanda K. Chavan
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Difference between Portfolio Management and Wealth Management - October 15th, 2011

Difference between Portfolio Management and Wealth Management


Even though Portfolio management and wealth management are branches of management, they are diverse fields. Portfolio management deals with the progression of creating, administering and evaluating inventories of an investorís products and projects.


Portfolio management courses and career opportunities

There are various courses in portfolio management. This includes undergraduate and postgraduate courses in the respective fields. Aspirants need to complete the CPM course in order to become a Certified Portfolio Manager. Graduates and postgraduates having deep knowledge in Maths, accounting or related subjects can pursue the CPM course. There are also other short-term courses conducted by institutes for working employees to study deeply about the subject. Those who have completed the various courses in portfolio management can seek out career in public or private sector. Portfolio management, who have good potential have much scope within India and abroad.

Wealth management courses and career opportunities

Various Universities and institutes offer different courses in wealth management. Aspirants can pursue bachelorsí or mastersí programs in wealth management. Those who wish to do research programs in the respective fields can search out for career as research analysts. These research scientists may analyze and scrutinize a current situation so as to reach at conclusions on the vibrations in wealth management. They would be capable of predicting uncertainties that may arise in wealth management. A graduation in the respective areas is required for the entry-level jobs in the sector. On completion of the postgraduate wealth management courses, they can seek out for career in multi-national companies or any other public or private undertakings.

Key differentiators between Portfolio Management and Wealth Management

Portfolio management is an ingredient among the set of services offered beneath wealth management. Wealth management services are targeted at high net worth individuals, business establishments and services to shield and raise their wealth whereas Portfolio management deals with generating, managing and estimating the performance of a depositorís investment portfolio. Wealth management is concerned with investment advisory restraint that integrates pecuniary planning, investment portfolio management and a range of cumulative financial services. Wealth managers are concerned with a company as a whole whereas portfolio managers need to assess an individualís related affairs.
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