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  2. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    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.

  3. What is wealth management and do you need it? - AOL

    www.aol.com/finance/wealth-management-231826568.html

    Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...

  4. Wellington Management Company - Wikipedia

    en.wikipedia.org/wiki/Wellington_Management_Company

    Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions [ 2 ] in over 60 countries, as of 30 June 2020. [ 3 ]

  5. Santiago Principles - Wikipedia

    en.wikipedia.org/wiki/Santiago_Principles

    They are guidelines to be followed by sovereign wealth fund management to maintain a stable global financial system, proper controls around risk, regulation and a sound governance structure. [ 7 ] As of 2016 30 [ 8 ] funds have formally signed up to the Principles and joined the IFSWF representing collectively 80% of assets managed by sovereign ...

  6. Mizuho Financial Group - Wikipedia

    en.wikipedia.org/wiki/Mizuho_Financial_Group

    Mizuho annual income by division in 2005 1. Mizuho Bank 2. Mizuho Corporate Bank 3. Mizuho Trust 4. Mizuho Securities The former head office building of Fuji Bank in Ōtemachi, completed in 1990, served as headquarters of Mizuho Financial Group from the merger until demolition in 2012 [8] The former head office of Dai-Ichi Kangyo Bank in Hibiya, completed in 1981, served as headquarters of ...

  7. Financial management - Wikipedia

    en.wikipedia.org/wiki/Financial_management

    The term "financial management" refers to a company's financial strategy, while personal finance or financial life management refers to an individual's management strategy. A financial planner , or personal financial planner, is a professional who prepares financial plans here.

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