Glossary

Wealth Management Terms

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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.

Trust

What is a Trust in financial terms? A Trust in financial terms is a legal entity where assets are held by a trustee for the benefit of designated beneficiaries.
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