Glossary - Wealth managers
Description
A professional or firm that manages investments and provides joined-up financial planning (tax, retirement, estate) for affluent clients—often coordinating with lawyers and accountants. Fees are usually a % of assets or a flat retainer.
Alternate Names
- Wealth adviser / advisor
- Private banker
- Private wealth manager / advisor
- Financial planner
- Investment manager
- Portfolio manager
- Independent Financial Adviser (IFA)
