Global Wealth and Asset Management
GPTKB entity
Statements (52)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:business
|
| gptkbp:globalMarketSize |
over $100 trillion
|
| https://www.w3.org/2000/01/rdf-schema#label |
Global Wealth and Asset Management
|
| gptkbp:involves |
estate planning
investment advisory retirement planning portfolio management private banking financial planning tax planning |
| gptkbp:notableClient |
high-net-worth individuals
retail investors institutional investors |
| gptkbp:notablePlayer |
gptkb:Goldman_Sachs
gptkb:J.P._Morgan gptkb:BlackRock gptkb:Morgan_Stanley gptkb:UBS gptkb:Fidelity_Investments gptkb:Vanguard |
| gptkbp:regulates |
gptkb:FINRA
gptkb:SEC gptkb:FCA financial authorities |
| gptkbp:relatedTo |
wealth management
asset management |
| gptkbp:services |
financial education
mutual funds private equity real estate investments risk management hedge funds cash management exchange-traded funds insurance products structured products succession planning separately managed accounts philanthropic advisory credit and lending |
| gptkbp:trend |
gptkb:robo-advisors
digital transformation personalization regulatory changes ESG investing emerging markets sustainable investing alternative investments passive investing fee compression |
| gptkbp:bfsParent |
gptkb:Manulife_Financial_Corporation
|
| gptkbp:bfsLayer |
6
|