Glossary entry (derived from question below)
French term or phrase:
structuration patrimoniale
English translation:
asset structure [and allocation]
Added to glossary by
DCypher (X)
Apr 2, 2006 07:58
18 yrs ago
9 viewers *
French term
structuration patrimoniale
French to English
Bus/Financial
Investment / Securities
investment advice
context: Il confirme s'être assuré que l'investissement envisagé est adéquat au regard de sa fortune, de sa capacité à supporter des risques, de sa structuration patrimoniale et de ses objectifs d'investissement.
Proposed translations
(English)
5 | asset structure [and allocation] | DCypher (X) |
4 +2 | asset structuring | Francis MARC |
Proposed translations
2 hrs
Selected
asset structure [and allocation]
The example below highlights the key considerations for private client portfolio: risk profile, investment goals, asset structure and allocation.
"Comprehensive Wealth Management Services Tailored for Individuals and Institutions. ... Client funds are not commingled but are held in individual accounts with ... client's investment goals and risk profile. Investment Alternatives ... strategy. Asset Structure and Allocation ... "
"Comprehensive Wealth Management Services Tailored for Individuals and Institutions. ... Client funds are not commingled but are held in individual accounts with ... client's investment goals and risk profile. Investment Alternatives ... strategy. Asset Structure and Allocation ... "
4 KudoZ points awarded for this answer.
Comment: "Thanks Paul - 'allocation' is the idea I was looking for...!"
+2
15 mins
asset structuring
Verwaltungs- und Privat-Bank AG - Privat Clients - Asset Structuring - [ Traduire cette page ]Asset Structuring · - Pension Planning · - Tax Advice · - Contact ... PRIVATE BANKING > Asset Structuring. We analyze your situation and develop a strategy ...
www.vpbank.ch/en/ch_pcl/ch_pcl_str.htm - 19k - En cache - Pages similaires
Wellington lawyers, specialising in commercial law - Gilbert Swan ... - [ Traduire cette page ]Asset structuring, (also called estate planning) is undertaken for objectives ... Your Asset Structuring Plan will set down your objectives and the right ...
www.gilbertswan.co.nz/resources/asset.html - 17k
www.vpbank.ch/en/ch_pcl/ch_pcl_str.htm - 19k - En cache - Pages similaires
Wellington lawyers, specialising in commercial law - Gilbert Swan ... - [ Traduire cette page ]Asset structuring, (also called estate planning) is undertaken for objectives ... Your Asset Structuring Plan will set down your objectives and the right ...
www.gilbertswan.co.nz/resources/asset.html - 17k
Note from asker:
I think it is estate planning for UK, as asset management is a broader term, including estate planning plus other investment activities |
Peer comment(s):
agree |
Alina Barrow
: also called asset management. Either phrase is correct. Management is more UK English. Structuring is more US English.
17 mins
|
ici c'est la composition de base plutôt que la façon de gérer je pense
|
|
agree |
Charlie Bavington
: or just asset structure - depends on phrasing the Asker uses.
3 hrs
|
Discussion