Which of the following is an investment advisory discipline? A. Corporate Industrial Finance B. Offshare Banking C. Wholesale Banking D. Wealth Management E. Trade Finance

1 Answer

Answer :

D. Wealth Management Explanation: Wealth management as an investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.

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