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Which of the following is an investment ...

Which of the following is an investment advisory discipline?

A

Corporate lndustrial Finance

B

Offshare Banking

C

Wholesale Banking

D

Wealth Management

Text Solution

Verified by Experts

The correct Answer is:
D
Wealth management as an investment-advisory discipline incorporates financial planning, investment port- folio management and a number of aggregated financial services. High-net-worth individuals (HNWls), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.
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