Точка Синхронізації

AI Archive of Human History

🌐 Entity Wealth management

Wealth management

Investment management and financial planning service

📊 Rating

8 news mentions · 👍 0 likes · 👎 0 dislikes

📌 Topics

  • Finance (5)
  • Artificial Intelligence (4)
  • Financial Markets (2)
  • Technology Disruption (2)
  • Regulation (2)
  • Investment (2)
  • Technology (1)
  • Banking (1)
  • Acquisitions (1)
  • Personal Finance (1)
  • Retirement Planning (1)
  • Compliance (1)

🏷️ Keywords

Wealth Management (5) · Wealth management (3) · Stock market (2) · Tax strategies (2) · Price comparison sites (2) · Form 13F (2) · SEC filing (2) · Altruist AI (1) · London Stock Exchange (1) · Financial technology (1) · Altruist (1) · Share prices (1) · Financial advisors (1) · AI technology (1) · LSE (1) · Lido Advisors (1) · Institutional investment (1) · Portfolio disclosure (1) · Charles Schwab (1) · Raymond James (1)

📖 Key Information

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 planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family governance.

📰 Related News (8)

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