🌐 Entity

Wealth management

Investment management and financial planning service

📊 Rating

6 news mentions · 👍 0 likes · 👎 0 dislikes

📌 Topics

Wealth Management (3)
Financial Performance (3)
Shareholder Returns (2)
AI Disruption (1)
Stock Ratings (1)
Financial Sector (1)
Strategic Transformation (1)
Strategic Restructuring (1)
Market Competition (1)
Banking performance (1)
Financial results (1)
Regional focus (1)

🏷️ Keywords

Wealth management (4) · St. James's Place (2) · Wealth Management (2) · Shareholder Returns (2) · Barclays (1) · AI disruption (1) · Stock downgrade (1) · UK financial sector (1) · UBS upgrade (1) · Margin compression (1) · Net Inflows (1) · Funds Under Management (1) · Financial Results (1) · UK Market (1) · Strategic Transformation (1) · HSBC profit (1) · European banking (1) · Hong Kong operations (1) · Return on equity (1) · Compensation reform (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.