Top 30 Abbreviations in Wealth Management
Do you know all these abbreviations in Wealth Management?
IC is not Identify Card. IC is Investment Counsellor
Wealth Management
1 | WM | Wealth Management |
2 | AM | Asset Management |
3 | AUM | Assets Under Management |
4 | HNWI | High Net Worth Individual |
5 | UHNWI | Ultra High Net Worth Individual |
Products
7 | ETF | Exchanged Traded Funds |
8 | UT | Unit Trust |
9 | ILP | Investment-Linked Policy |
10 | ELN | Equity-Linked Note |
11 | CLN | Currency-Linked Note or Credit-Linked Note |
12 | SP | Single Premium |
13 | RP | Regular Premium |
14 | FX | Foreign Exchange |
Job Titles
15 | PB | Personal Banker, Priority Banker, Premier Banker, Private Banker |
16 | RM | Relationship Manager |
17 | IA | Investment Advisor |
18 | IC | Investment Counsellor |
19 | TA | Treasury Advisor |
20 | IAM | Independent Asset Manager |
21 | EAM | External Asset Manager |
Accreditation
22 | CFA | Chartered Financial Analyst |
23 | CAIA | Chartered Alternative Investment Analyst |
24 | CFP | Certified Financial Planner |
Jargons
25 | KYC | Know-Your-Customer |
26 | IRP | Investment Risk Profiling |
27 | AML | Anti-Money Laundering |
Market
28 | IPO | Initial Public Offering |
29 | OTC | Over-the-Counter |
30 | M&A | Merger & Acquisitions |
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