Wells Fargo Wealth and Investment Management
GPTKB entity
Properties (64)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:has |
Financial Advisors
Investment Research Investment Products Investment Solutions Client Portfolios Research Analysts Client Relationship Managers Investment Committees Client Satisfaction Surveys Client Feedback Mechanisms Client Service Teams Client Engagement Programs Investment_Strategies Wealth_Management_Advisors |
| gptkbp:has_a_focus_on |
Client Goals
|
| gptkbp:headquarteredIn |
gptkb:San_Francisco,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
Wells Fargo Wealth and Investment Management
|
| gptkbp:is_governed_by |
gptkb:U.S._Securities_and_Exchange_Commission
|
| gptkbp:is_involved_in |
Financial Planning
Risk Management Asset Allocation Investment Strategy Development Client Relationship Management Portfolio_Management Investment_Research_and_Analysis |
| gptkbp:is_known_for |
Comprehensive Wealth Solutions
Strategic Asset Management Client-Centric_Approach Holistic_Financial_Planning Long-Term_Investment_Strategies Customized_Investment_Solutions Personalized_Wealth_Management_Solutions |
| gptkbp:is_part_of |
Wells_Fargo's_Wealth_and_Investment_Management_Division
Wells_Fargo's_Corporate_and_Investment_Banking_Division |
| gptkbp:offers |
Retirement Accounts
Trust Services Business Succession Planning Alternative Investments Financial Risk Assessment Charitable Giving Strategies Real Estate Investment Services Financial Goal Setting Insurance_Services Investment_Advisory_Services Financial_Wellness_Programs Philanthropic_Services Wealth_Planning_Services |
| gptkbp:partOf |
gptkb:Wells_Fargo_&_Company
|
| gptkbp:provides |
Estate Planning
Financial Analysis Investment Education Investment Management Retirement Planning Tax Planning Market Insights Investment Performance Reporting Investment Policy Statements Financial_Education Wealth_Transfer_Strategies |
| gptkbp:serves |
High Net Worth Individuals
Families Institutions |
| gptkbp:subsidiary |
gptkb:Wells_Fargo_&_Company
|