wealthmanager
nounUK /ˈwɛlθˌmænɪdʒə/
US /ˈwɛlθˌmænɪdʒər/
A person whose job is to help rich people take care of and grow their money.
The wealthmanager advised her to invest in a mix of stocks and bonds.
RELATED WORDS
OTHER MEANINGS
2. A professional who provides tailored financial planning and investment services to high-net-worth clients.
As a wealthmanager, he oversees trusts, estates, and tax planning for his clients.
3. A software tool or platform that helps users track and manage their assets.
The app acts as a personal wealthmanager, showing all your accounts in one place.
4. A senior role in a bank or firm focused on managing private client assets.
She was promoted to wealthmanager after years of advising corporate clients.