Business, Legal & Accounting Glossary
Private Wealth Management provides customized financial and banking services to private individuals with a minimum net worth. A bank’s private banking division offers select investment advice to wealthy clients on protecting and growing their present assets, tax planning, retirement planning, passing on wealth, and philanthropy. A team of bank advisers, including relationship managers, investment specialists, and product specialists, address the whole financial situation of their more affluent clients and afford more personalized customer service to them.
Financial planning and investment advice for individuals with high net worth. Services are customized for the individuals, and typically includes advice for trusts, real estate, businesses, and general stock investing.
PWM
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This glossary post was last updated: 21st November, 2021 | 0 Views.