The wealth management market consists of sales of wealth management services by entities (organizations, sole traders and partnerships) that plan, advise on and manage various kinds of assets belonging to high net worth and ultra-high net worth individuals, corporations, and government and non-government institutions. The market includes establishments that offer financial and investment advice, retirement planning and legal or estate planning.
Wealth management is an investment advisory service that addresses the needs of clients. Wealth management services provide their clients with a comprehensive service to sustain and grow their wealth. It provides comprehensive research-based advisory along with convenient and personalized investment execution.
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