This question was closed without grading. Reason: Answer found elsewhere
Oct 14, 2021 11:49
2 yrs ago
26 viewers *
Portuguese term

gestores de Patrimônio

Portuguese to English Bus/Financial Finance (general) investment banking
" ... notamos que os próximos anos também trarão de uma revolução gigantesca para os gestores de Patrimônio, e os vencedores serão aqueles que conseguirem criar uma plataforma de riqueza digital mais atraente ao ritmo mais rápido e manter isso ao longo do tempo."

Proposed translations

4 mins
+1
4 mins

wealth management advisors

i think it refers to this


Private Wealth Management - Personal Wealth Advisor
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(02) 8539 7999
Providing private wealth management services to achieve your life goals. Leading Wealth Planners in Sydney CBD. Get in touch with us today. 40+ Years of Experience.

Credit Suisse Investments - Wealth Management Business
Anuncio·
https://www.credit-suisse.com/wealth/management
Sustainable finance and impact investing paired with holistic Wealth Management.
‎Receive Tailored Advice · ‎Private Banking · ‎Take Care of Your Family · ‎Market Trends
Peer comment(s):

agree Ana Elisa Igel
10 mins
Something went wrong...
+7
12 mins

asset manager

An asset manager is usually a part of a financial services company that provides asset management services, by maintaining and supervising an individual client's or a corporate company's tangible and intangible financial portfolio.
Peer comment(s):

agree Ana Elisa Igel
2 mins
thanks Ana
agree Andrew Bramhall
10 mins
thanks Oliver
agree Silvia Aquino
11 mins
thanks Silvia
agree Mark Robertson : asset managerS
29 mins
agree Michael Chirichigno : Asset Manager
2 hrs
agree Ana Vozone
2 hrs
agree Décio Adams
2 days 2 hrs
Something went wrong...
1 hr
Portuguese term (edited): gestor/es de Patrimônio

Proprietary and Equity Investment manager/s

Equity - as a weasel-word - in the sense of equity share capital and the 'equities' as stocks and shares thereby represented.

Patrimônio : think proprietary rather than patrimony.

I recall asset and wealth managers from all of half a century ago when working in the City of London, but think the IATE term of investment management is more 'up-to-date'.

Example sentence:

IATE: pt sociedade gestora de patrimónios COM en investment management company

Wealth managers may be breathing new life into proprietary investment management.

Something went wrong...
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