Glossary entry

English term or phrase:

wealth management

Czech translation:

správa majetku

Added to glossary by Sarka Rubkova
Aug 2, 2005 17:00
18 yrs ago
1 viewer *
English term

Discussion

Radovan Pletka Aug 4, 2005:
to mas tunu odpovedi, zagoogluj je, ale mne se nejvic libi sprava investic

Proposed translations

2 days 5 hrs
Selected

sprava majetku (wealth management)

tohle je dostatecne univerzalni s anglictinou v zavorce, aby to proslo.
Bohuzel v cestine nemame slovo na wealth, ktere by zde sedlo, bohatstvi mi zde nesedi. Mozna sprava majetku pro zamozne lidi (-:

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Note added at 3 days 4 hrs 24 mins (2005-08-05 21:25:14 GMT) Post-grading
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Dekuji (-:
Je prijemne videt ze aspon nekteri tazatele pouzivaji pri vyberu odpovedi sedou kuru mozkovou
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4 KudoZ points awarded for this answer. Comment: "Mas pravdu - takhle je to popsano i na bankovnich strankach, kdyz se jimi clovek prokousa - "
24 mins

řízení bohatství

Declined
Could be translated as "řízení bohatství", whereas/since asset maangements refers to "řízení majetku".
There is a link attached.
Regards,

Milada
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+1
1 hr

osobní financní plánování

Wealth management is a professional service which is a combination of financial/investment advice, accounting/tax services and legal/estate planning for one fee. In general, wealth management is more than just investment advice, as it can encompass all parts of a person's financial life.
Peer comment(s):

agree Lubosh Hanuska : Best fit for a bank activity I think, other alternatives might fit in different context.
10 hrs
Thanks
agree plha
13 hrs
Thanks
disagree Zuzana Sucha : Sarka, be careful and look it up the other way round: http://fincentrum.idnes.cz/fi_osobni.asp?r=fi_osobni&c=A0301...
18 hrs
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1 hr

osobní financní plánování

Wealth management is a professional service which is a combination of financial/investment advice, accounting/tax services and legal/estate planning for one fee. In general, wealth management is more than just investment advice, as it can encompass all parts of a person's financial life.
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+1
2 hrs

správa investic

alternatively:
a) it could be left in original - depends on the target audience
b) or "sprava portfolia" (see the link below) but I think that "wealth management" is a bit wider than just portfolio management. I am quite sure about the word "sprava", the second bit is tricky. I think that "wealth management" is generally offered to "wealthy" people (there is a minimum like one million dollars or so) while portfolio management is for general public.

I think that "rizeni bohatstvi" is not suitable in the banking context.

Cheers,





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Note added at 2 hrs 20 mins (2005-08-02 19:21:21 GMT)
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or perhaps \"sprava financniho majetku\"
Peer comment(s):

agree Radovan Pletka : z te prehrsle se mi to vase zda nejlepsi ekvivalent z US pohledu
2 days 3 hrs
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+1
6 hrs

plánování a správa osobních financi

I think that Wealth Management as such is a tricky field in a country like the CR. There is not yet very much "wealth" in the country and the term almost certainly should give a different impression here than it does abroad. I think this needs to be reflected in the translation. Therefore I would go for "financial planning and management" as this sounds more "down to earth" and probably is more likely to be accepted by the audiance here.
Peer comment(s):

agree Radovan Pletka : This is a good desctiption of it, but with word finance you are missing real estate and other parts of wealth
2 days 22 hrs
Don't think banks here do manage real estate AND would you trust a czech bank in this field??? I firmly believe that here it is only about a person's financial matters.
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-1
18 hrs

finanční plánování

Wealth Management - About W.M. >>> As a part of ....., Smith Barney offers the most extensive platform of customized servicing, individual strategies and product applications to help meet the requirement of the substantial private investor. With the Finanacial Consultant as your senior strategic advisor .....
I would skip word " osobni "
www.i-pojistovna.cz >>> Financni planovani
www.Finance.cz >>> bankovnictvi
Peer comment(s):

disagree Radovan Pletka : planning and management are two different animals. Re - you answer. If you are so smart, why you don't have more Kudoz?
2 days 9 hrs
I never ever said I am smart or ...It is you, and your remarks, which they are unethical . Read Kudoz rules first and be sarcastic latter. More Kudoz? Well, let me deal with that , and do not worry about my points. Have a cool night.
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