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This site is for accredited investors, professional investors, investment managers and financial professionals only.
You should have assets around $3 million to $300 million or managing $20 million to $30 billion.
Top 30 Abbreviations in Wealth Management
Do you know all these abbreviations in Wealth Management?
IC is not Identify Card. IC is Investment Counsellor
Wealth Management
| 1 | WM | Wealth Management |
| 2 | AM | Asset Management |
| 3 | AUM | Assets Under Management |
| 4 | HNWI | High Net Worth Individual |
| 5 | UHNWI | Ultra High Net Worth Individual |
Products
| 7 | ETF | Exchanged Traded Funds |
| 8 | UT | Unit Trust |
| 9 | ILP | Investment-Linked Policy |
| 10 | ELN | Equity-Linked Note |
| 11 | CLN | Currency-Linked Note or Credit-Linked Note |
| 12 | SP | Single Premium |
| 13 | RP | Regular Premium |
| 14 | FX | Foreign Exchange |
Job Titles
| 15 | PB | Personal Banker, Priority Banker, Premier Banker, Private Banker |
| 16 | RM | Relationship Manager |
| 17 | IA | Investment Advisor |
| 18 | IC | Investment Counsellor |
| 19 | TA | Treasury Advisor |
| 20 | IAM | Independent Asset Manager |
| 21 | EAM | External Asset Manager |
Accreditation
| 22 | CFA | Chartered Financial Analyst |
| 23 | CAIA | Chartered Alternative Investment Analyst |
| 24 | CFP | Certified Financial Planner |
Jargons
| 25 | KYC | Know-Your-Customer |
| 26 | IRP | Investment Risk Profiling |
| 27 | AML | Anti-Money Laundering |
Market
| 28 | IPO | Initial Public Offering |
| 29 | OTC | Over-the-Counter |
| 30 | M&A | Merger & Acquisitions |
Managing $20 million to $3 billion. Investing $3 million to $300 million.
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Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets?
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- Manage $20 million to $3 billion of assets
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