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asset manager





Asset managers invest the money of a client into financial assets, through vehicles such as investment funds or management of individual clients’ portfolios. This includes the management of the financial assets, within a given investment policy and risk framework, the provision of information, and the assessment and monitoring of risks.

Alternative Labels

asset management adviser

asset management advisor

asset manager

asset portfolio manager

assets manager

financial advisor

financial asset manager

independent financial adviser

independent financial advisor

wealth management adviser

wealth management advisor

wealth manager

Regulatory Aspect

To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database: