Talk:Wealth management

message: Perhaps the article should more clearly outline the differences between wealth management and asset management. --ToyotaPanasonic 13:46, 16 January 2007 (UTC)
thread_title:  Difference between wealth and asset management 

message: This article is from a US perspective only.  It references US laws as if they affect the whole world of wealth management.  Wealth management is a discipline that exists outside of the US...both for local populations as well as the concept of international wealth management for international people (globe trotting expats, etc).  These should be discussed in the article. Scott says 10:33, 11 September 2007 (UTC)
thread_title:  US Perspective of this article 

message: The articles first states that "WM is a high level form of private banking", then gives an average WM's clients worth of 150K to 1M$ while the average PB's clients worth would reach 5M$. It doesn't make sense, does it ? Taiotoshi 13:28, 6 November 2007 (UTC)
thread_title:  Difference between wealth management and Private Banking 

message: Should this article, Wealth management, be considered a sub-category of Investment management?  That's how it seems to me, yet it isn't structured in this way. Any thoughts? RK (talk) 01:22, 6 July 2009 (UTC)
thread_title: Relationship between this article and [[Investment management]] 

message: Wealth Management advisors typically limit their services to clients that have more than $5 million in investable funds. Some banks require an even higher amount of funds in order to focus attention and limited resources on investing clients. For example, subject to a number of considerations, Goldman Sachs largely limits its Wealth Management efforts to clients that have more than $25 million in investable funds. Source: An Introduction to Investment Banks, Hedge Funds, and Private Equity: The New Paradigm, Chapter 6, Asset Management, Wealth Management, and Research.
Wealth Management is a term used in the banking industry to describe a bank which provides banking, financial and wealth management services to private individuals who have a considerable amount of wealth. These private individuals are often High Net Worth Individuals or Ultra High Net Worth individuals. The other term used to describe this form of banking is “Private Banking”.. Some of the wealth management services include savings, discretionary portfolio management, establishment of trusts, fund administration, inheritance as well as tax planning and advisory. SocGen
Wealth management can mean different things in different geographic regions. The US and Europe have traditionally stood at two extremes in this regard. In the US, wealth management is more closely allied to transaction-driven brokerage and is typically investment-product driven. In Europe, the term is more synonymous with traditional private banking, with its greater emphasis on advice and exclusivity. Source: Global Private Banking and Wealth Management: The New Realities.
Although David Maude tries to differiantiate Wealth Management from Private Banking business but his associates – Anna Omarini and Philip Molineux – whith whom he co-authored some of his book – Global Private Banking and Wealth Management – chapters gives contradictory definition. Omarini and Molineux ignores his client segmentation maybe because they are Europeans.--Wall Street CEO (talk) 09:59, 9 October 2011 (UTC)
thread_title:  Private Banking/Wealth Management 

message: Hedge funds manage great wealth -- they only care about accredited investors (having $1 million in prior investments is absolute minimum) -- so they basically do wealth management. So why there is no connection between the corresponding Wikipedia articles? 95.27.95.215 (talk) 22:07, 27 January 2013 (UTC)
thread_title:  Wealth Management versus Hedge Funds 

message: Per Wikipedia:Articles for deletion/Financial life management, I have expanded the article with an explanation of the term "Financial life management". I'm not really thrilled with it, so I invite rewrites. Since all of the sources were about a single company's study and corresponding re-branding efforts, most of this information was not useful or notable. The NYT one at least contextualized it as a possible larger trend, so that's the main one I've included. Rather than do a copy/paste merge for such flimsy gain, I've attempted to summarize here as new content under the heading "Life goals". My thinking is that this will leave room for additional expansion of other "financial wellness" related buzzwords, should that be needed. Grayfell (talk) 02:36, 29 November 2015 (UTC)
thread_title:  Financial life management