wealth investment management
what is the difference between the terms Wealth Management and Investment Management?
In terms of job functions, PWM (Private Wealth Management) generally refers to the guys that develop relationships and attempt to sell their company’s services (an example of a PWM would be a financial adviser for American Express). Investment Management, on the other hand, typically applies more to the guys actually picking the investments. An example of an Investment Management firm would be SAC Capital hedge fund.
Skloff Financial Group – A Full Service Wealth and Investment Management Firm
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