Glossary entry

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]
4 +2 asset structuring

Discussion

Charlie Bavington Apr 2, 2006:
Only country houses and the dead (and bankrupt) have estates :-) While 'estate planning' (i.e. planning for one's death) is a service sometimes available, given the reference to investment objectives I'm not sure it's meant here...

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 ... "
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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

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
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