Wealth Management

 

Wealth Management is an area of finance which covers all aspects of financial planning and private banking for High Net-worth Individuals with sizable assets. Banks, brokerages, and professional trust companies offer services including options for investment (portfolio) management, retail banking, accounting & tax services, estate planning and legal counsel, all from one office. These services are provided by wealth managers, who are financial advisory specialists holding credentials such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Strategic Wealth Professional (CSWP), or MBA.

Related Concepts: Asset Allocation Counter-party Risk Estate Planning Family Office Fiduciary High Net-worth Individuals Online Brokerage Portfolio Analytics Retirement Planning Tax Planning   Available Positions Related to Wealth Management: Asset & Investment Management jobs Wealth Management jobs

Relevant Functional Areas: Asset Management Private Wealth Management Trust & Estate Management   Related Job Titles: Buy-Side Research Credit Risk Estate Advisor Estate Tax Counsel Financial Adviser Portfolio Manager Product Specialist   Synonyms: Financial Planning