wealth manager

11:58 Apr 18, 2024
English to Italian translations [PRO]
Bus/Financial - Finance (general)
English term or phrase: wealth manager
A wealth manager is a subset of financial advisor that primarily offers high-net-worth and ultra-high-net-worth clients wealth management services. But a wealth manager’s role is far more comprehensive than just offering investment advice. They focus on a holistic suite of services that encompasses all parts of a person’s financial life. This can include investment management and financial planning, as well as accounting and tax services, retirement planning and estate planning. SmartAsset’s free tool can help you find a financial advisor who serves your area.
https://smartasset.com/investing/what-is-a-wealth-manager

grazie
I_CH
Local time: 05:05


Summary of answers provided
4gestore patrimoniale
Manuela Vittorelli
3wealth manager
martini


  

Answers


34 mins   confidence: Answerer confidence 3/5Answerer confidence 3/5
wealth manager


Explanation:
Il wealth manager, in questo caso, non fornisce solo una consulenza finanziaria legata agli investimenti e ai mercati ma è in grado di intervenire anche in tutti gli aspetti di gestione finanziaria quotidiana dei suoi facoltosi clienti.

https://www.moneycontroller.it/imparare-ad-investire/wealth-...

a quanto pare la descrizione corrisponde a quella del tuo link
inoltre i riscontri sono numerosi in IT

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Note added at 36 mins (2024-04-18 12:34:35 GMT)
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https://www.bbs.unibo.it/come-diventare-wealth-manager-la-pa...

martini
Italy
Local time: 05:05
Native speaker of: Italian
PRO pts in category: 174
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2 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5
gestore patrimoniale


Explanation:
un'altra opzione, se si preferisce tradurre (anche se anche "wealth manager" è molto diffuso).




    https://www.unicusano.it/blog/didattica/master/cosa-si-intende-per-wealth-management/
Manuela Vittorelli
Local time: 05:05
Native speaker of: Native in ItalianItalian
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