CATEGORY - Wealth Management
| Description | EN: Wealth Management comprises the people, processes, systems, data, technology, policies, risks, and associated capabilities used to manage investment management and financial planning services, including retirement planning, estate planning, and tax advice. FR: La catégorie Gestion de patrimoine comprend les organisations, processus, systèmes, données, technologies, réglementations, risques et capacités correspondantes utilisées pour gérer les services de gestion d'investissements et de planification financière, y compris la planification de la retraite, la planification successorale et les conseils fiscaux. |
|---|---|
| Name (FR) | Gestion de patrimoine |
| Packaging Library | 
Retail & Consumer Banking |
TREE VIEW
-
Wealth Management
Wealth Management comprises the people, processes, systems, data, technology, policies, risks, and associated capabilities used to manage investment management and financial planning services, including retirement planning, estate planning, and tax advice.
MAP VIEW
Wealth Management
CAPABILITY INVENTORY
-
Estate Planning ServicesProvides services related to estate planning. This capability includes assisting clients in structuring their estates, minimizing tax implications, and ensuring the smooth transfer of assets to heirs or beneficiaries in accordance with clients' wishes and legal considerations.
-
Financial Planning Services
Involves comprehensive financial planning services. This capability includes assessing clients' financial goals, creating personalized financial plans, and providing ongoing advice to help clients achieve their objectives in areas such as investments, retirement, and wealth accumulation.
-
Investment Management
Encompasses the management of clients' investments. This capability includes designing investment strategies, selecting investment vehicles, and actively managing portfolios to achieve optimal returns and align with clients' risk tolerance and financial goals.
-
Retirement planning (*)
Encompasses providing retirement planning services, including advising on retirement savings, investment strategies for retirement, and other services to help customers plan for a financially secure retirement. Used for advising on retirement planning, ensuring financial security and stability during retirement years. Aims to assist customers in planning and preparing for retirement, achieving financial independence, and enjoying a comfortable retirement lifestyle.
-
Tax Planning Services
Provides services related to tax planning. This capability includes assessing clients' tax situations, identifying tax-saving opportunities, and developing strategies to minimize tax liabilities while optimizing overall financial planning.
-
Trust Services Management
Involves the management of trusts on behalf of clients. This capability includes establishing and administering trusts, ensuring compliance with legal requirements, and managing trust assets to meet the financial objectives and legacy goals of clients.