wealth management services

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• Wealth management — is an advanced investment advisory discipline that incorporates financial planning and specialist financial services. The key objectives are to provide high net worth individuals and families with tailored retail banking services, estate planning …   Wikipedia

• Wealth Management — A professional service which is the combination of financial/investment advice, accounting/tax services, and legal/estate planning for one fee. In general, wealth management is more than just investment advice, as it can encompass all parts of a… …   Investment dictionary

• wealth management — / welθ ˌmænɪdʒmənt/ noun investment services offered by banks to people with more than a specific amount of money in liquid assets …   Marketing dictionary in english

• Dundee Wealth Management — Infobox Company company name = Dundee Wealth Management company company type = Public company (tsx|DW), (parent Dundee Corporation tsx|DC) foundation = 1998 (parent Dundee Corp founded 1992) location = Toronto, Ontario (Canada) key people = Ned… …   Wikipedia

• Private Wealth Management — (PWM) is the term generally used to describe highly customized and sophisticated investment management and financial planning services delivered to high net worth investors. Generally, this includes advice on the use of trusts and other estate… …   Wikipedia

• CIBC Wealth Management — is the brokerage division of the Canadian Imperial Bank of Commerce (CIBC). The CIBC prefers to use phrases like wealth building and wealth management to describe its investment services. Like most banks, their financial products include stocks,… …   Wikipedia

• Wealth Psychologist — A wealth psychologist is a mental health professional who specializes in issues relating specifically to wealthy individuals. Wealth psychologists are also called money psychologists or wealth counselors. Wealth psychologists help their ultra… …   Investment dictionary

• Management fee — In the investment advisory industry, a management fee is a periodic payment that is paid by investors in a pooled investment fund to the fund s investment adviser for investment and portfolio management services. Contents 1 Mutual funds 2 Private …   Wikipedia

• Wealth tax — Taxation An aspect of fiscal policy …   Wikipedia

• Sovereign wealth fund — A sovereign wealth fund (SWF) is a state owned investment fund composed of financial assets such as stocks, bonds, property, precious metals or other financial instruments. Sovereign wealth funds have gained world wide exposure by investing in… …   Wikipedia

• Financial Management Advisor — The Financial Management Advisor (FMA) is a made in Canada professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry. The FMA is a personal financial planning designation… …   Wikipedia