wealth management

/'welθ ˌmænɪdʒmənt/ noun
investment services offered by banks to people with more than a specific amount of money in liquid assets

Marketing dictionary in english. 2015.

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  • Wealth management — is an advanced investment advisory discipline that incorporates financial planning and specialist financial services. The key objectives are to provide high net worth individuals and families with tailored retail banking services, estate planning …   Wikipedia

  • wealth management — UK US noun [U] FINANCE ► the business or activity of advising people, especially rich people, on how to invest and manage their money and property: »There is an increasing demand for after retirement wealth management. » wealth management… …   Financial and business terms

  • Wealth Management — Das Private Banking bezeichnet eine Betreuung für meist vermögende Kunden, die intensiver und persönlicher ist als im Massenkundengeschäft, dem Retailgeschäft. Es gliedert sich in Vermögensberatung und Vermögensverwaltung auf. Bei der… …   Deutsch Wikipedia

  • Wealth Management — A professional service which is the combination of financial/investment advice, accounting/tax services, and legal/estate planning for one fee. In general, wealth management is more than just investment advice, as it can encompass all parts of a… …   Investment dictionary

  • Dundee Wealth Management — Infobox Company company name = Dundee Wealth Management company company type = Public company (tsx|DW), (parent Dundee Corporation tsx|DC) foundation = 1998 (parent Dundee Corp founded 1992) location = Toronto, Ontario (Canada) key people = Ned… …   Wikipedia

  • Private Wealth Management — (PWM) is the term generally used to describe highly customized and sophisticated investment management and financial planning services delivered to high net worth investors. Generally, this includes advice on the use of trusts and other estate… …   Wikipedia

  • Tilney Private Wealth Management — is one of the largest wealth managers in the UK, with over 15,000 clients and assets under management in excess of £8.1 billion. The firm was founded in April 1836 as RJ Tilney Co. Tilney Private Wealth Management is a trading name of Tilney… …   Wikipedia

  • CIBC Wealth Management — is the brokerage division of the Canadian Imperial Bank of Commerce (CIBC). The CIBC prefers to use phrases like wealth building and wealth management to describe its investment services. Like most banks, their financial products include stocks,… …   Wikipedia

  • Professional wealth management — Infobox Magazine title = Professional Wealth Management image size = 150px image caption = PWM , Front cover company = Financial Times Group frequency = Monthly total circulation = 12,750 language = English category = Wealth Management editor =… …   Wikipedia

  • Private Wealth Management — Das Private Banking bezeichnet eine Betreuung für meist vermögende Kunden, die intensiver und persönlicher ist als im Massenkundengeschäft, dem Retailgeschäft. Es gliedert sich in Vermögensberatung und Vermögensverwaltung auf. Bei der… …   Deutsch Wikipedia

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