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单词 Private Wealth Management
释义

Private Wealth Management

原声例句
VOA Special 2019年7月合集

He is the head of Private Wealth Management and Ultra High Net Worth at UBS Global Wealth Management.

马修斯是瑞士银行全球财富管理(UBS Global Wealth Management)私人财富管理和超高净值业务的负责人。

福布斯对话

Private wealth management, a regional head and head of sports entertainment solutions, right?

私人财富管理,区域负责人和体育娱乐解决方案负责人,对吧?

福布斯对话

So I pivoted and went into the field of Wall Street and quickly found my way to private wealth management, which is where I've spent my career.

因此,我转向华尔街领域, 并迅速找到了私人财富管理的道路,这是我度过职业生涯的地方。

福布斯对话

I do that in the capacity as the partner leading the private wealth management business for the New York region, and also the founder and lead of our sports and entertainment solutions team.

我以领导纽约地区私人财富管理业务的合伙人的身份,也是我们体育和娱乐解决方案团队的创始人和负责人。

英语百科

Wealth management

Wealth management as an investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the USA), Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.

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更新时间:2025/6/21 16:56:32