Glossary

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.

Net Worth

What does net worth mean? Net Worth is the difference between an individual's total assets (including investments, real estate, cash, etc) and total liabilities (debts and obligations).

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