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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. It is a discipline which incorporates structuring and ...

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. Portfolio manager - Wikipedia

   en.wikipedia.org/wiki/Portfolio_manager

   A portfolio manager (PM) is a professional responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Clients invest their money into the PM's investment policy for future growth, such as a retirement fund , endowment fund , or education fund. [ 1 ]

5. Family office - Wikipedia

   en.wikipedia.org/wiki/Family_office

   Chart of family office services. A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations.

6. Charles Schwab Corporation - Wikipedia

   en.wikipedia.org/wiki/Charles_Schwab_Corporation

   The Charles Schwab Corporation [2] is an American multinational financial services company.It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients.

7. Financial adviser - Wikipedia

   en.wikipedia.org/wiki/Financial_adviser

   A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.

8. Investment management - Wikipedia

   en.wikipedia.org/wiki/Investment_management

   Wealth management by financial advisors takes a more holistic view of a client, with allocations to particular asset management strategies. The term fund manager, or investment adviser in the United States, refers to both a firm that provides investment management services and to the individual who directs fund management decisions.

9. Los Angeles money managers overseeing $4 trln grapple with ...

   www.aol.com/news/los-angeles-money-managers...

   (Reuters) -Los Angeles-based asset management firms overseeing more than $4 trillion in assets are grappling with the impact of the region's destructive wildfires on their operations, with some ...