Wealth Management Stocks List
Symbol | Grade | Name | % Change | |
---|---|---|---|---|
AMP | B | AMP Limited | -0.90 | |
ATA | D | Atturra Limited | 0.00 | |
BEN | C | Bendigo and Adelaide Bank Ltd | 0.00 | |
BVS | B | Bravura Solutions Ltd | 0.36 | |
CVW | A | Clearview Wealth Ltd | 0.00 | |
CBA | C | Commonwealth Bank of Australia | 0.00 | |
DVR | C | Diverger Limited | 0.00 | |
EP1 | C | E&P Financial Group Limited | 0.00 | |
EQT | A | Equity Trustees Ltd | 0.00 | |
EZL | C | Euroz Limited | 5.33 |
Related Industries: Asset Management Banks - Global Banks - Regional - Australia Business Services Capital Markets Information Technology Services Insurance - Diversified Insurance - Life REIT - Diversified Software - Application
Symbol | Grade | Name | Weight | |
---|---|---|---|---|
QFN | B | Betashares S&P/ASX 200 Financials Sector ETF | 28.65 | |
OZF | C | SPDR S&P/ASX 200 Financials Ex A-Reit Fund | 27.99 | |
MVB | C | Market Vectors Australian Banks ETF | 21.62 | |
BHYB | A | Betashares Australian Major Bank Hybrids Index ETF | 15.73 | |
VLC | C | Vanguard MSCI Australian Large Companies Index ETF | 14.56 |
Compare ETFs
Date | Stock | Title |
---|---|---|
Apr 23 | CBA | Australia's First Sentier Shuts $9 Billion of Funds After Growth Disappoints |
- Wealth Management
Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. 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. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.
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