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Her father is a managing director for wealth management, in New York, at Barclays, the British bank.
"It's not sufficient to say that 'I'm well diversified because I'm 60-30-10 in stocks, bonds and cash,'" said John Nersesian, managing director for wealth management services at Nuveen Investments.
Her father is a senior vice president for wealth management in Wilmington, N.C., for Wachovia Bank.
She is a financial adviser, and he is the senior vice president for wealth management.
Next stop - $2000 per ounce, argues Dominic Schnider, executive director for wealth management research at UBS.
Demand for wealth management and equity capital markets products in Asia declined, it said in a statement.
Similar(33)
Those with lots of money to park are driving the demand for "wealth-management products", short-term savings instruments backed by a mix of assets that offer better returns than deposit accounts.By the end of the first quarter of 2012 these products amounted to 10.4 trillion yuan, according to Ms Chu of Fitch.
Its decision-making process is "more art than science," said Zachary Karabell, head of global strategy for wealth-management firm Envestnet Inc.
REUTERS TPG and Madison Dearborn Said to Vie for Wealth Manager | The two private equity firms are "the two finalists" bidding for the wealth management company National Financial Partners, according to Reuters.
However, in our view, the incumbent players that have entered the space are still woefully inadequate to capitalize on the opportunity for automated wealth management services for fear of fee cannibalization and a brand/trust gap.
His father works in Naples, Fla., managing accounts for a wealth management division of Morgan Stanley.
More suggestions(15)
for investment management
for asset management
for welfare management
for property management
for health management
for resource management
for crowd management
for anger management
for risk management
for brand management
for wealth celebrity
for pain management
for wealth care
for wealth redistribution
for portfolio management
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CEO of Professional Science Editing for Scientists @ prosciediting.com