Wealth management

id: wealth-management-268-18093041
title: Wealth management
text: 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 th
brand slug: wiki
category slug: encyclopedia
description: Investment management and financial planning service
original url: https://en.wikipedia.org/wiki/Wealth_management
date created:
date modified: 2024-03-10T19:45:35Z
main entity: {"identifier":"Q14947471","url":"https://www.wikidata.org/entity/Q14947471"}
image: {"content_url":"https://upload.wikimedia.org/wikipedia/commons/8/8d/Community_Noun_project_39956.svg","width":56,"height":59}
fields total: 13
integrity: 15

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