Glossary entry

French term or phrase:

"conseiller patrimonial"

English translation:

asset consultant

Added to glossary by laurahuang
Mar 28, 2004 12:02
20 yrs ago
15 viewers *
French term

"conseiller patrimonial"

French to English Law/Patents Finance (general)
how to translate this term ? This is a position in a bank.

Proposed translations

+2
15 mins
French term (edited): conseiller patrimonial
Selected

asset consultant

or property management consultant

Both get many Google hits and are easily understood.
Peer comment(s):

agree Vicky Papaprodromou
23 mins
agree Kim Metzger : Definitely consultant in this connection.
1 hr
Something went wrong...
4 KudoZ points awarded for this answer. Comment: "I think this one is the most suitable. Thanks."
+1
10 mins

assets counselor

more usual is > investment counselor

PS: your language pair should be French to English
Peer comment(s):

agree Vicky Papaprodromou
28 mins
neutral Kim Metzger : Consultant is the usual term.
1 hr
neutral Jane Lamb-Ruiz (X) : no advisor for the money you have in the bank not conselor
4 hrs
Something went wrong...
+1
4 hrs

financial adviser

is how I would say it...in any case,it's NOT councillor or any variation of that word!

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Note added at 4 hrs 15 mins (2004-03-28 16:18:46 GMT)
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nor is it consultant

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Note added at 4 hrs 17 mins (2004-03-28 16:20:08 GMT)
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expected to increase their hiring of personal financial advisors. Numerous banks
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www.bls.gov/oco/ocos259.htm - 40k - Mar 27, 2004 - Cached - Similar pages

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Note added at 4 hrs 18 mins (2004-03-28 16:21:31 GMT)
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OR

personal wealth advisor also

it depends on whether it\'s very ladeeddah or not

Home > Personal Banking > Investments & Wealth Management > Private
Wealth Advisors. Private Wealth Advisors, Private Wealth Advisors ...
www.southtrust.com/st/PersonalBanking/Investments_WealthMan... PrivateWealth/ - 46k - Cached - Similar pages
Peer comment(s):

agree RHELLER
41 mins
Something went wrong...
4 hrs
French term (edited): conseiller patrimonial

estate planner (usually for $1 million or more)

Union Bank of California - Estate Planner
Estate planning can be a very important aspect of preserving your wealth for future generations. With the top estate tax rate currently ...
www.uboc.com/wealth/main/0,,2485_3163,00.html

Estate Planner
Estate Planner. Estate planners specialize in the management of assets to minimize estate taxes and maximize benefits to heirs. ... Accredited Estate Planner (AEP). ...
www.aimr.com/investorservices/EstatePlanner.html
Something went wrong...
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