wealth management - gestioni patrimoniali individuali

Definizione

A type of financial service that combines personal investments, tax planning strategies, estate planning and legal counsel. It is designed to provide a broad array of services within the confines of one office.

http://www.investorwords.com/6724/wealth_management.html

Wealth management
Frequently used as a synonym for "private banking". Some banks now use the term "wealth-management units" for their private banking operations, conveying the fact that their purpose is not exclusively the optimal investment of assets, but to analyse the asset situation of a customer in various phases of life. Real estate and works of art are included in the portfolio of assets. Important concerns of wealth management are retirement provisions, succession and inheritance planning as well as corporate equity.

http://www.finter.ch/site/index.cfm?id_art=23852&actMenuItemID=13769&vsprache/EN/Glossary.cfm#W

Traducente

Wealth management = gestione patrimoniale

http://www.proz.com/kudoz/english_to_italian/finance_general/802305-wealth_management.html

facilitare e sviluppare l'esercizio della professione nel settore del Private Banking / Wealth Management
http://www3.unicatt.it/pls/unicatt/consultazione.mostra_pagina?id_pagina=8959

Gestioni Patrimoniali Individuali: Attività di gestione di patrimoni e di consulenza rivolta a persone fisiche con disponibilità patrimoniali consistenti
http://www.schroders.com/itprivbank/glossario#g

Proposta di traduzione

Gestioni patrimoniali individuali