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词汇 wealth-management
释义 wealth management
noun[ U ]
 FINANCEukus
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 firm/division/business

Examples of wealth management


wealth management
In addition to insurance policies, agents often sell mutual funds, annuities, and products that address wealthmanagement, retirement and estate planning.
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It operates across 10 countries serving 8.3 million consumer and business banking customers and over 2.3 million wealthmanagement customers.
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One must already have accumulated some amount of wealth for wealthmanagement strategies to be effective.
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Business activities now where and still are financial consulting as well as wealthmanagement.
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Hamburger is a frequent lecturer to national groups in the securities industry including members of the wealthmanagement, investment management, and financial planning professions.
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Articles offer practical investment strategies in private wealthmanagement, commentary on estate and financial planning, and research on behavioral finance and family office management.
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The company also provides wealthmanagement, institutional broking, share broking, asset management, and mutual fund and insurance advisory services as well as portfolio management services.
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For retail customers, the unit manages savings, allows customers to make transactions, provides wealthmanagement services, and provides mortgages and auto finance.
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It is exclusively dedicated to wealthmanagement for private and institutional clients.
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The five main specialty divisions are gold and base metals mining, energy, wealthmanagement, agriculture and ferrous metals.
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These examples are from corpora and from sources on the web. Any opinions in the examples do not represent the opinion of the Cambridge Dictionary editors or of Cambridge University Press or its licensors.
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