Wealth Management Terms

Wealth Management and WealthTech is a constantly changing landscape. It can be hard to keep up. Our handy glossary has been designed to help you get to grips with some of the words and terms you might come across – with short, straight-forward definitions. We hope you find it useful.

General Data Protection Regulation (GDPR)

What is GDPR? GDPR is a regulation in the European Union that governs data protection and privacy for individuals within the EU and the export of personal data outside the EU

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