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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
1WMWealth Management
2AMAsset Management
3AUMAssets Under Management
4HNWIHigh Net Worth Individual
5UHNWIUltra High Net Worth Individual
Products
7ETFExchanged Traded Funds
8UTUnit Trust
9ILPInvestment-Linked Policy
10ELNEquity-Linked Note
11CLNCurrency-Linked Note or Credit-Linked Note
12SPSingle Premium
13RPRegular Premium
14FXForeign Exchange
Job Titles
15PBPersonal Banker, Priority Banker, Premier Banker, Private Banker
16RMRelationship Manager
17IAInvestment Advisor
18ICInvestment Counsellor
19TATreasury Advisor
20IAMIndependent Asset Manager
21EAMExternal Asset Manager
Accreditation
22CFAChartered Financial Analyst
23CAIAChartered Alternative Investment Analyst
24CFPCertified Financial Planner
Jargons
25KYCKnow-Your-Customer
26IRPInvestment Risk Profiling
27AMLAnti-Money Laundering
Market 
28IPOInitial Public Offering
29OTCOver-the-Counter
30M&AMerger & Acquisitions

 

 

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