Glossary entry (derived from question below)
English term or phrase:
wealth manager
Italian translation:
wealth manager
Added to glossary by
I_CH
Apr 18 11:58
4 mos ago
29 viewers *
English term
wealth manager
English to Italian
Bus/Financial
Finance (general)
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
https://smartasset.com/investing/what-is-a-wealth-manager
grazie
Proposed translations
(Italian)
3 | wealth manager |
martini
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4 | gestore patrimoniale |
Manuela Vittorelli
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Proposed translations
34 mins
Selected
wealth manager
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...
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
--------------------------------------------------
Note added at 36 mins (2024-04-18 12:34:35 GMT)
--------------------------------------------------
https://www.bbs.unibo.it/come-diventare-wealth-manager-la-pa...
4 KudoZ points awarded for this answer.
2 hrs
gestore patrimoniale
un'altra opzione, se si preferisce tradurre (anche se anche "wealth manager" è molto diffuso).
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