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  2. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    e. Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

  3. What is wealth management and do you need it? - AOL

    www.aol.com/finance/wealth-management-231826568.html

    Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...

  4. Investment management - Wikipedia

    en.wikipedia.org/wiki/Investment_management

    Investment management (sometimes referred to more generally as asset management) is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors. Investors may be institutions, such as insurance companies, pension ...

  5. Family office - Wikipedia

    en.wikipedia.org/wiki/Family_office

    Family office. A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. The company's financial capital is the family's own wealth.

  6. Wealth - Wikipedia

    en.wikipedia.org/wiki/Wealth

    Wealth. Wealth is the abundance of valuable financial assets or physical possessions which can be converted into a form that can be used for transactions. This includes the core meaning as held in the originating Old English word weal, which is from an Indo-European word stem. [1] The modern concept of wealth is of significance in all areas of ...

  7. Sovereign wealth fund - Wikipedia

    en.wikipedia.org/wiki/Sovereign_wealth_fund

    A sovereign wealth fund (SWF), or sovereign investment fund is a state-owned investment fund that invests in real and financial assets such as stocks, bonds, real estate, precious metals, or in alternative investments such as private equity funds or hedge funds. Sovereign wealth funds invest globally. Most SWFs are funded by revenues from ...

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