Asset Management Firm vs. Wealth Management Firm

English translation: Société de gestion d'actifs

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
English term or phrase:Asset Management Firm
English translation:Société de gestion d'actifs

18:14 Jul 8, 2013
    The asker opted for community grading. The question was closed on 2013-07-12 10:54:09 based on peer agreement (or, if there were too few peer comments, asker preference.)


English to English translations [PRO]
Bus/Financial - Finance (general)
English term or phrase: Asset Management Firm vs. Wealth Management Firm
Hello,

My document is a questionaire related to asset management companies and I have a list of different types of companies or roles.
I don't have a deep knowledge of financial matters.
What do you think about those terms and their translators? Is the first one more general and includes the second one?

Asset Management Firm = Société de gestion d'actifs
Wealth Management Firm = Société de gestion de patrimoine

Thanks for your help!
Claire Montazeaud
France
Local time: 18:25
cf. explication
Explanation:
On est d'accord sur la traduction.

Pour ce qui est de la signification, je dirais que la société de gestion d'actifs est une entité juridique qui fait appel à l'épargne de particuliers ou de clients institutionnels et sert de support aux fonds communs de placement (FCP) qui vont faire fructifier cette épargne en l'investissant sur différents actifs (actions, obligations, matières premières, métaux précieux, etc).

La société de gestion de patrimoine a un périmètre plus large: elle va prendre en charge l'ensemble du patrimoine du client et s'occuper de questions fiscales (la fameuse "optimisation") et envisager la transmission de ce patrimoine aux héritiers ("planification successorale").
Selected response from:

Victor Santos
France
Local time: 18:25
Grading comment
Obrigada Victor !
4 KudoZ points were awarded for this answer



Summary of answers provided
4cf. explication
Victor Santos


  

Answers


1 hr   confidence: Answerer confidence 4/5Answerer confidence 4/5
asset management firm vs. wealth management firm
cf. explication


Explanation:
On est d'accord sur la traduction.

Pour ce qui est de la signification, je dirais que la société de gestion d'actifs est une entité juridique qui fait appel à l'épargne de particuliers ou de clients institutionnels et sert de support aux fonds communs de placement (FCP) qui vont faire fructifier cette épargne en l'investissant sur différents actifs (actions, obligations, matières premières, métaux précieux, etc).

La société de gestion de patrimoine a un périmètre plus large: elle va prendre en charge l'ensemble du patrimoine du client et s'occuper de questions fiscales (la fameuse "optimisation") et envisager la transmission de ce patrimoine aux héritiers ("planification successorale").


Victor Santos
France
Local time: 18:25
Specializes in field
Native speaker of: Native in FrenchFrench, Native in PortuguesePortuguese
PRO pts in category: 4
Grading comment
Obrigada Victor !
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