The Working Group is currently paused and will be restarted if or when the need arises.
Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. Banks opt to set up a service for this in-house. This WG focusses on capabilities required for such a service in a bank. The WG has a close relation with the Investment & Trading Products WG.