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.

Wealth Management

What is wealth management? Wealth management is the professional service of providing comprehensive financial advice and investment management to high-net-worth individuals or affluent clients to help them achieve their financial goals and preserve and grow their wealth.


What is WealthTech? WealthTech, short for Wealth Technology, and is a subset of Fintech. It is the application of technology in wealth management, using digital platforms, software, and data-driven tools to enhance various aspects of wealth management. Generally, a wealth tech solution falls into one of two categories: 1, a solution that propagates the availability of wealth management services to wider social groups, and 2, solutions which harness digital to deliver traditional wealth management services more effectively.

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