Ex JP Morgan WEALTH Manager Reveals: How the RICH Build & Protect Their Money скачать в хорошем качестве

Ex JP Morgan WEALTH Manager Reveals: How the RICH Build & Protect Their Money

What does it really take to build and protect long-term wealth? In this episode, I sit down with a former JP Morgan Client Wealth Relationship Manager who shares how high-net-worth individuals manage their money — and how you can apply the same strategies. We dive into his experience managing elite clients at JP Morgan, the transition into ethical and Islamic finance, and the realities of discretionary portfolio management. From budgeting and pensions to understanding gold, Sukuk, and the emotional journey of first-time investors — this episode is packed with valuable insights. If you found our last episode on saving tax useful, this is the perfect next step. Whether you’re just starting your financial journey or looking to refine your wealth strategy, this conversation will open your eyes to how money really works at the top. Watch the previous episode with Joshua Thomas on wealth management and tax advice:    • Millionaires Are LEAVING The UK: Expert Ac...   Follow CEOCAST On All Platforms Here! Instagram:   / ceocast   Youtube:    / ceocast   Follow Raheem Here:   / raheemka   ‪@MrCEOX‬ ______________________________________________________ Listen to the audio version whilst on the go on Apple Podcasts and Spotify! "THE CEO CAST" Spotify: https://open.spotify.com/show/2HU7OJ8... Apple Podcast: https://podcasts.apple.com/gb/podcast... Work with us/collaborations: [email protected] Timestamps: 00:00:00 Importance of Wealth Management 00:04:04 Wealth Management and Client Relationships 00:08:25 Differences in Charitable Investment Strategies 00:12:48 Transitioning from Entrepreneur to Investor 00:17:04 Trust and Investment with JP Morgan 00:21:26 International Business Platforms in the UAE 00:26:02 Understanding Client Objectives in Investment Conversations 00:30:20 Planning Investment Time Horizons 00:34:28 Understanding Investment Risks for Young Adults 00:38:50 Understanding Compounding Over Time 00:43:15 Understanding Investment Portfolios and Risk Levels 00:47:45 Understanding Exchange Traded Commodities (ETC) 00:52:12 Building Alternatives in Financial Portfolios 00:56:29 Beginner's Guide to Starting Investments 01:00:52 The Psychology of Investing: Understanding Volatility and Loss Aversion 01:05:13 Understanding Risk Profile and Investment Returns 01:09:43 Understanding UK Pensions and Inheritance Tax 01:14:00 Understanding Self-Invested Personal Pensions (SIP) 01:18:22 Navigating Halal Investments and Income 01:22:50 How Crowdfunding is Revolutionizing UK Property Investment