at Financial Technnology Year
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Wealth Management
The Wealth Management unit provides personalized investment advice and portfolio management services to high-net-worth individuals and families. It focuses on holistic financial planning, including retirement planning, estate planning, and tax optimization strategies.
This department is part of the Brokerage business area .
Products fall into the following categories:
Alternative Investment Platforms
20 products
Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
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