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.

Vulnerable Client

What is a vulnerable client? A vulnerable client in relation to wealth management is described as being more susceptible to financial exploitation or having more difficulty making informed decisions regarding their finances, often requiring extra care and protection.

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