1521:
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1092:(UHNW) individuals and families. It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family governance.
1116:
Traditionally, the wealthiest retail clients of investment firms demanded a greater level of service, product offering and sales personnel than that received by average clients. With an increase in the number of affluent investors in recent years, there has been an increasing demand for sophisticated
1222:
As awareness of wealth management has become more common, some companies have shifted towards a model which asks clients about life goals, working environments, and spending patterns as a way to increase communication. The industry-recognized wealth management was more than an investment advisory
1205:
houses create segmentation marketing-strategies to sell both proprietary and non-proprietary products and services to investors designated as potential high-net-worth clients. Independent wealth-managers use their experience in estate planning, risk management, and their affiliations with tax and
1636:
Costa, L: "Questions
Replace Investment 'Truths': A Comment", CFA Institute Private Wealth Management, May 2009. Quote:"This state of affairs poses a dilemma for wealth managers, who, for a generation, have adhered to the core principles of asset allocation and earned their keep by preaching the
1176:) have "tiered" their platforms – with separate branch systems and advisor-training programs, distinguishing "Private Wealth Management" from "Wealth Management", with the latter term denoting the same type of services but with a lower degree of customization and delivered to
1236:
began a program, Merrill Lynch Clear, which asks investors to describe life goals, and includes an educational program for clients' children. For clients looking to leverage their wealth for the sake of achieving philanthropical and charitable goals,
1213:
of the late 2000s caused investors to address concerns within their portfolios. For this reason wealth managers have been advised that clients have a greater need to understand, access, and communicate with advisers about their situation.
1180:
clients. At Morgan
Stanley, the "Private Wealth Management" retail division focuses on serving clients with greater than $ 20 million in investment assets while "Global Wealth Management" focuses on accounts smaller than $ 10 million.
1227:
rebranded their wealth management services using the term "financial life management", which, according to the company, was intended to more clearly define the difference between wealth management companies and more affordable
1100:
Private wealth management is sought by high-net-worth investors. Generally, this includes advice on the use of various estate planning vehicles, business-succession or stock-option planning, and the occasional use of hedging
1196:
and their families. These entities have grown since the 1990s, with total IT spending (for example) by the global wealth management industry predicted to reach $ 35bn by 2016, including heavy investment in digital channels.
1132:
at the end of an individual's life. These transfers are subject to laws and regulations that vary by locality and therefore the strategies available to address this situation vary. This is commonly known as accumulation and
1164:
that had formerly served just one family opened their doors to other families, and the term Multi-family office was coined. Accounting firms and investment advisory boutiques created multi-family offices as well.
1200:
Wealth management can be provided by large corporate entities, independent financial advisers or multi-licensed portfolio managers who design services to focus on high-net-worth clients. Large banks and large
1184:
In the late 1980s, private banks and brokerage firms began to offer seminars and client events designed to showcase the expertise and capabilities of the sponsoring firm. Within a few years a new
1605:
To the inefficiency of political control of government, which is the principal cause of unsound conditions, they would grant the additional authority and responsibility of wealth management.
1128:
Time horizons differ. Individuals face a finite life as compared to the theoretically/potentially infinite life of institutions. This fact requires strategies for transferring
2303:
1758:
1697:
Welch, Scott, "Perspectives on
Serving the Ultra-High-Net Space An Interview with Jean L.P. Brunel and Charlotte Beyer" IMCA Wealth Management Monitor, Jan/Feb 2016
1206:
legal specialists, to manage the diverse holdings of high-net-worth clients. Banks and brokerage firms use advisory talent-pools to aggregate these same services.
1148:
The term "wealth management" occurs at least as early as 1933. It came into more general use in the elite retail (or "Private Client") divisions of firms such as
2268:
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curriculum on private-wealth management indicates that two primary factors distinguish the issues facing individual investors from those facing institutions:
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merger of 1997), to distinguish those divisions' services from mass-market offerings, but has since spread throughout the financial-services industry.
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1080:) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from
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1253:, net income and net new assets, global private banking assets under management grew just 10.8%YoY (compared with 16.7% ten years ago).
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17:
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97:
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According to
Euromoney's annual Private banking and wealth management ranking 2013, which consider (amongst other factors)
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in 1991, and CCC Alliance in 1995. These companies aimed to offer an online community as well as a network of peers for
50:
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83:
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54:
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2059:
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608:
443:
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Yeh, C: "Investors
Challenge Market 'Truths'", CFA Institute Private Wealth Management, August 2009.
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Individuals are more likely to face a variety of taxes on investment returns that vary by locality.
1948:
1936:
1822:
1016:
558:
477:
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196:
1652:"How can "goals-based" wealth management prepare me for different life stages? - Worth"
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136:
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The largest private banks and wealth managers in the world as of 2018 are as follows:
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2098:
2093:
1836:
1826:
1487:
1409:
1022:
857:
852:
693:
663:
598:
311:
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1914:
1038:
1006:
934:
912:
892:
867:
730:
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546:
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2138:
1867:
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1548:
1210:
1108:
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959:
949:
872:
862:
775:
725:
668:
648:
618:
593:
568:
482:
372:
362:
211:
186:
1141:
504:
1709:"United Capital's Duran: Wealth management is dead. Long live life management!"
1383:
1331:
1238:
1229:
1224:
1185:
1153:
1026:
939:
907:
847:
780:
765:
760:
688:
487:
470:
453:
357:
322:
306:
291:
206:
151:
2581:
2533:
2498:
2143:
1994:
1840:
1716:
1641:', 'invest for the long term', and when things get tough, 'stay the course'."
1474:
1461:
1422:
1396:
1357:
1344:
1318:
1233:
1177:
1173:
1161:
1149:
1121:
984:
964:
887:
842:
613:
603:
583:
460:
271:
261:
241:
176:
166:
2426:
2168:
2014:
1638:
1553:
770:
573:
438:
377:
334:
296:
281:
201:
181:
2492:
2153:
2083:
2049:
2019:
1989:
1500:
1435:
1370:
1292:
929:
820:
790:
401:
286:
221:
171:
2178:
1968:
1593:
Fishermen and fish: A sequel to For
America, an interpretation and plan
406:
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2003:
1973:
1963:
1958:
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341:
32:
563:
396:
2071:
1859:
1244:
882:
653:
256:
2505:
2120:
1891:
1448:
1081:
433:
1617:
Wealth
Management Technology Spending Through 2016 (July 2012)
1953:
1803:
1526:
1129:
541:
492:
1819:
Capital
Without Borders: Wealth Managers and the One Percent
750:
588:
514:
143:
1279:
1169:
1738:"Wealth Management: The rise of social impact investing"
1674:"Financial advisers seek to inject a more human element"
1117:
financial solutions and expertise throughout the world.
1759:
Annual private banking industry assets under management
129:
Investment management and financial planning service
1144:
that meet their objectives must address such taxes.
57:. Unsourced material may be challenged and removed.
2471:Socialism for the rich and capitalism for the poor
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2269:Largest financial services companies by revenue
1140:techniques that provide individuals with after
1245:Private banking and wealth management rankings
1188:emerged – Family Office Exchange in 1990, the
2264:Largest corporations by market capitalization
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1771:"The 15 biggest wealth managers in the world"
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1855:Investment Management U.S. Treasury Handbook
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2466:The rich get richer and the poor get poorer
2274:Largest manufacturing companies by revenue
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383:Transaction (checking / current)
117:Learn how and when to remove this message
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1596:. Lynbrook, N.Y: W.F. Fowler. p. 38
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2284:Largest technology companies by revenue
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2352:Income inequality in the United States
2347:Wealth inequality in the United States
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2279:Largest software companies by revenue
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2259:Largest corporate profits and losses
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55:adding citations to reliable sources
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2332:Countries by number of billionaires
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1981:Primitive accumulation of capital
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1672:Sullivan, Paul (March 20, 2015).
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1590:Fowler, William Franklin (1933).
2327:Cities by number of billionaires
1799:Spear's Wealth Management Survey
1707:Gil Weinreich (March 25, 2015).
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1194:ultra high-net-worth individuals
1112:A wealth management consultation
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2528:The Theory of the Leisure Class
2403:Acquired situational narcissism
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1190:Institute for Private Investors
42:needs additional citations for
2598:Financial services occupations
2342:Countries by wealth inequality
1942:History of economic inequality
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801:Strategic financial management
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1306:Bank of America Merrill Lynch
1241:investments may be included.
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955:Sustainable development goals
2309:Number of billionaire alumni
2254:Largest companies by revenue
1821:. Cambridge, Massachusetts:
7:
1817:Harrington, Brooke (2016).
1740:. Deloitte. 11 January 2022
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1105:for large blocks of stock.
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1074:wealth management advisory
706:Fractional-reserve banking
634:Enterprise risk management
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2337:Countries by total wealth
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2216:List of centibillionaires
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2060:High-net-worth individual
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1096:Private wealth management
609:Diversification (finance)
18:Private wealth management
1949:International inequality
1937:Consumption distribution
1823:Harvard University Press
1271:Assets under management
559:Automated teller machine
2025:Conspicuous consumption
1384:J.P.Morgan Private Bank
1251:assets under management
1223:discipline. In 2015,
806:Stress test (financial)
2411:Argumentum ad crumenam
1168:Certain larger firms (
1113:
2593:Investment management
2542:The Wealth of Nations
2393:Diseases of affluence
1172:, Morgan Stanley and
1111:
980:Too connected to fail
741:Investment management
639:Environmental finance
498:Correspondent account
192:Community development
2603:Financial management
2450:Venture philanthropy
2445:Philanthrocapitalism
2357:Most expensive items
2231:Wealthiest Americans
2211:list of billionaires
1910:Capital accumulation
1514:China Merchants Bank
1158:Dean Witter Reynolds
1138:Portfolio investment
1090:ultra-high-net-worth
878:Exchange traded fund
756:Mathematical finance
716:Fundamental analysis
711:Full-reserve banking
317:Bank holding company
227:Export credit agency
135:Part of a series on
51:improve this article
2506:Greek god of wealth
2417:Prosperity theology
2236:Wealthiest families
2221:Female billionaires
2055:Captain of industry
2030:Conspicuous leisure
1932:Income distribution
1927:Wealth distribution
1922:Economic inequality
1544:Multi-family office
970:Time value of money
796:Statistical finance
786:Sustainable finance
736:Investment advisory
378:Time deposit (Bond)
66:"Wealth management"
2369:Wealthiest animals
1804:"Spear's Magazine"
1678:The New York Times
1114:
945:Security (finance)
920:History of banking
816:Structured product
811:Structured finance
624:Economic expansion
137:financial services
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2440:The Giving Pledge
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1410:Citi Private Bank
1066:Wealth management
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858:Corporate finance
853:Capital structure
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599:Corporate finance
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16:(Redirected from
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2435:Gospel of Wealth
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2007:
1998:
1915:Overaccumulation
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1531:$ 292.8 billion
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1505:$ 388.3 billion
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1497:
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1479:$ 394.3 billion
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1453:$ 436.7 billion
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1445:
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1421:
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1418:
1395:
1393:
1392:
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1349:$ 1,045 billion
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1341:
1340:
1323:$ 1,080 billion
1317:
1315:
1314:
1297:$ 2,403 billion
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1232:. The same year
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1004:
935:Personal finance
868:Equity (finance)
731:Impact investing
721:Growth investing
629:Enterprise value
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302:Savings and loan
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1793:Further reading
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1580:. 25 June 2008.
1572:David Teather.
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1230:brokerage firms
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1211:Great Recession
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994:
993:
975:Too big to fail
960:Systematic risk
873:Ethical banking
863:Cost of capital
838:
830:
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776:Private banking
746:Islamic banking
726:Hedge (finance)
649:Ethical banking
619:Economic bubble
594:Climate finance
569:Bank regulation
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483:Instant payment
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2012:
2011:
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2001:
1987:
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1427:$ 460 billion
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1401:$ 526 billion
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1375:$ 792 billion
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1154:Morgan Stanley
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783:
781:Sustainability
778:
773:
768:
766:Money creation
763:
761:Mobile banking
758:
753:
748:
743:
738:
733:
728:
723:
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428:Funds transfer
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381:
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375:
370:
365:
360:
358:Christmas club
352:
351:
345:
333:
332:
329:
328:
323:Lists of banks
320:
319:
314:
309:
304:
299:
294:
289:
284:
279:
277:Postal savings
274:
269:
264:
259:
254:
252:Mutual savings
249:
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229:
224:
219:
214:
209:
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199:
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179:
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161:Types of banks
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147:
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128:
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39:
37:
30:
9:
6:
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2300:Universities
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2247:
2246:Organizations
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2222:
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2155:
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2150:
2147:
2145:
2142:
2140:
2137:
2135:
2132:
2130:
2129:Concentration
2127:
2126:
2124:
2122:
2118:
2112:
2109:
2105:
2102:
2100:
2097:
2095:
2092:
2091:
2090:
2087:
2085:
2082:
2078:
2075:
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2070:
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2031:
2028:
2026:
2023:
2022:
2021:
2018:
2017:
2016:
2013:
2009:
2006:
2002:
2000:
1997:
1996:Nouveau riche
1993:
1992:
1991:
1988:
1982:
1979:
1978:
1977:
1976:
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1972:
1970:
1967:
1965:
1962:
1960:
1957:
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1952:
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1947:
1943:
1940:
1938:
1935:
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1930:
1928:
1925:
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1920:
1916:
1913:
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1911:
1908:
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1904:
1901:
1897:
1893:
1885:
1880:
1878:
1873:
1871:
1866:
1865:
1862:
1856:
1853:
1852:
1842:
1838:
1834:
1832:9780674743809
1828:
1824:
1820:
1815:
1811:
1810:
1805:
1800:
1797:
1796:
1776:
1772:
1766:
1760:
1755:
1739:
1733:
1722:September 17,
1718:
1714:
1710:
1703:
1694:
1683:September 17,
1679:
1675:
1668:
1666:
1657:
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1647:
1640:
1633:
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1509:
1508:
1504:
1502:
1491:
1489:
1486:
1483:
1482:
1478:
1476:
1475:United States
1465:
1463:
1462:Goldman Sachs
1460:
1457:
1456:
1452:
1450:
1439:
1437:
1434:
1431:
1430:
1426:
1424:
1423:United States
1413:
1411:
1408:
1405:
1404:
1400:
1398:
1397:United States
1387:
1385:
1382:
1379:
1378:
1374:
1372:
1361:
1359:
1358:Credit Suisse
1356:
1353:
1352:
1348:
1346:
1345:United States
1335:
1333:
1330:
1327:
1326:
1322:
1320:
1319:United States
1309:
1307:
1304:
1301:
1300:
1296:
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1274:
1270:
1267:
1264:
1261:
1260:
1257:
1254:
1252:
1242:
1240:
1235:
1234:Merrill Lynch
1231:
1226:
1215:
1212:
1207:
1204:
1198:
1195:
1191:
1187:
1182:
1179:
1178:mass affluent
1175:
1174:Merrill Lynch
1171:
1166:
1163:
1159:
1155:
1151:
1150:Goldman Sachs
1143:
1139:
1135:
1133:decumulation.
1131:
1127:
1126:
1125:
1123:
1122:CFA Institute
1118:
1110:
1106:
1104:
1093:
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1079:
1075:
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1024:
1020:
1018:
1010:
1008:
1000:
999:
998:
997:
990:
989:
986:
985:Watered stock
983:
981:
978:
976:
973:
971:
968:
966:
965:Systemic risk
963:
961:
958:
956:
953:
951:
948:
946:
943:
941:
938:
936:
933:
931:
928:
926:
925:List of banks
923:
921:
918:
914:
911:
909:
906:
904:
901:
899:
896:
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891:
890:
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876:
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871:
869:
866:
864:
861:
859:
856:
854:
851:
849:
846:
844:
843:Asset pricing
841:
840:
834:
833:
822:
819:
817:
814:
812:
809:
807:
804:
802:
799:
797:
794:
792:
789:
787:
784:
782:
779:
777:
774:
772:
769:
767:
764:
762:
759:
757:
754:
752:
749:
747:
744:
742:
739:
737:
734:
732:
729:
727:
724:
722:
719:
717:
714:
712:
709:
707:
704:
700:
697:
695:
692:
690:
687:
685:
682:
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672:
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665:
662:
660:
657:
656:
655:
652:
650:
647:
645:
642:
640:
637:
635:
632:
630:
627:
625:
622:
620:
617:
615:
614:Eco-investing
612:
610:
607:
605:
604:Disinvestment
602:
600:
597:
595:
592:
590:
587:
585:
584:Capital asset
582:
580:
577:
575:
572:
570:
567:
565:
562:
560:
557:
553:
550:
548:
545:
544:
543:
540:
539:
538:
537:
529:
528:
521:
518:
516:
513:
511:
508:
506:
503:
499:
496:
495:
494:
491:
489:
486:
484:
481:
479:
476:
472:
469:
467:
464:
463:
462:
459:
455:
452:
450:
447:
446:
445:
442:
440:
437:
435:
432:
431:
425:
424:
413:
410:
408:
405:
403:
400:
398:
395:
394:
393:
392:
388:
387:
384:
379:
376:
374:
371:
369:
366:
364:
361:
359:
356:
355:
354:
353:
349:
348:
343:
340:
336:
331:
330:
325:
324:
318:
315:
313:
310:
308:
305:
303:
300:
298:
295:
293:
290:
288:
285:
283:
280:
278:
275:
273:
270:
268:
267:Participation
265:
263:
260:
258:
255:
253:
250:
248:
247:Middle market
245:
243:
240:
238:
235:
233:
230:
228:
225:
223:
220:
218:
215:
213:
210:
208:
205:
203:
200:
198:
195:
193:
190:
188:
185:
183:
180:
178:
177:Bulge bracket
175:
173:
170:
168:
165:
164:
158:
157:
153:
149:
148:
145:
142:
141:
138:
134:
133:
121:
118:
110:
99:
96:
92:
89:
85:
82:
78:
75:
71:
68: –
67:
63:
62:Find sources:
56:
52:
46:
45:
40:This article
38:
34:
29:
28:
19:
2588:Stock market
2540:
2534:
2526:
2513:
2499:
2491:
2427:Philanthropy
2409:
2208:
2158:
2134:Distribution
2111:Robber baron
2020:Veblen goods
2015:Luxury goods
2004:
1995:
1818:
1807:
1778:. Retrieved
1774:
1765:
1754:
1742:. Retrieved
1732:
1720:. Retrieved
1713:ThinkAdvisor
1712:
1702:
1693:
1681:. Retrieved
1677:
1655:
1646:
1639:buy and hold
1637:mantras of '
1632:
1623:
1612:
1604:
1598:. Retrieved
1592:
1585:
1578:The Guardian
1577:
1568:
1554:Robo-advisor
1498:
1368:
1290:
1268:Headquarter
1255:
1248:
1221:
1208:
1199:
1183:
1167:
1156:(before the
1147:
1119:
1115:
1099:
1077:
1073:
1069:
1065:
1064:
898:participants
771:Pension fund
579:Asset growth
574:Bank secrecy
449:Bill payment
368:Money-market
338:
321:
202:Credit union
113:
104:
94:
87:
80:
73:
61:
49:Please help
44:verification
41:
2493:Das Kapital
2362:by category
2084:Millionaire
2050:Billionaire
2008:(old money)
2005:Vieux riche
1999:(new money)
1990:Upper class
1501:Switzerland
1488:Julius Baer
1436:BNP Paribas
1371:Switzerland
1293:Switzerland
1142:tax returns
1103:derivatives
930:Market risk
821:Toxic asset
791:Speculation
679:engineering
217:Development
197:Cooperative
2582:Categories
2565:by country
2514:Superclass
2159:Management
1969:Plutocracy
1600:2013-01-30
1560:References
1218:Life goals
1088:(HNW) and
903:regulation
552:management
547:allocation
444:Electronic
237:Industrial
232:Investment
212:Depository
187:Commercial
77:newspapers
2398:Affluenza
2289:Charities
2154:Inherited
2149:Geography
2104:Ukrainian
1974:Plutonomy
1964:Overclass
1959:Oligarchy
1841:944339474
1574:Richlists
1203:brokerage
883:Financial
674:economics
654:Financial
520:BRICS PAY
312:Wholesale
307:Universal
207:Custodian
107:June 2022
2560:Category
2174:Religion
2164:National
2139:Dynastic
2094:Business
2089:Oligarch
2077:Business
1899:Concepts
1890:Extreme
1744:15 March
1538:See also
1265:Company
1082:affluent
1007:Category
699:services
684:forecast
659:analysis
564:Bad debt
350:Accounts
335:Accounts
272:Payments
262:Offshore
242:Merchant
167:Advising
2459:Sayings
2382:Related
2099:Russian
2072:Magnate
1780:June 1,
1017:Commons
694:planner
664:analyst
412:Prepaid
373:Savings
363:Deposit
297:Savings
282:Private
257:Neobank
182:Central
144:Banking
91:scholar
2535:Wealth
2500:Plutus
2209:Forbes
2200:People
2144:Effect
2121:Wealth
2043:People
1892:wealth
1839:
1829:
1524:
1472:
1449:France
1446:
1420:
1394:
1342:
1316:
1130:assets
1027:Portal
950:Shares
913:system
893:market
454:Mobile
434:Cheque
402:Credit
337:
292:Retail
287:Public
222:Direct
93:
86:
79:
72:
64:
2485:Media
2320:Other
2192:Lists
2169:Paper
2065:UHNWI
1954:Elite
1656:Worth
1527:China
1262:Rank
1072:) or
669:asset
542:Asset
532:Terms
493:SWIFT
407:Debit
389:Cards
342:Cards
98:JSTOR
84:books
2520:List
1837:OCLC
1827:ISBN
1782:2018
1746:2023
1724:2015
1685:2015
1209:The
1120:The
908:risk
751:Loan
689:plan
589:Cash
515:SPFS
510:CIPS
488:Giro
466:RTGS
461:Wire
439:Card
172:Banq
70:news
2179:Tax
1717:ALM
1510:10
1280:UBS
1170:UBS
1152:or
1084:to
1078:WMA
888:law
644:ESG
505:CLS
478:ACH
397:ATM
53:by
2584::
1835:.
1825:.
1806:.
1801:,
1773:.
1715:.
1711:.
1676:.
1664:^
1654:.
1603:.
1576:.
1484:9
1458:8
1432:7
1406:6
1380:5
1354:4
1328:3
1302:2
1276:1
1070:WM
471:NS
1883:e
1876:t
1869:v
1843:.
1812:.
1784:.
1748:.
1726:.
1687:.
1658:.
1076:(
1068:(
1054:e
1047:t
1040:v
339:·
120:)
114:(
109:)
105:(
95:·
88:·
81:·
74:·
47:.
20:)
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