Assertion: private wealth management | /r/HasProperty | the practice
Facets:
value: from the client's perspective
type: OTHER
Source sentences:
text: From the client's perspective, private wealth management is the practice of solving or enhancing their financial situation and achieving short-, medium-, and long-term financial goals with the help of a financial adviser.
text: From the financial adviser's perspective, private wealth management is the practice of delivering a full range of financial products and services to clients, so that those clients can achieve specific financial goals.