- Portfolio Management
[b]Wealth management[/b] is a professional service for individuals that combines financial planning, investment management, accounting, legal and tax advices, philanthropy, health planning and lifestyle. Earliest mention of the term "wealth management" was in the book "Fishermen and fish: A sequel to For America, an interpretation and plan"[url=#1 t=_self][/url] in 1933. [h2]References[/h2] 1. Fowler, William Franklin (1933). Fishermen and fish: A sequel to For America, an interpretation and plan. Lynbrook, N.Y: W.F. Fowler. p. 38. Retrieved 2013-01-30.