prospect’s wealth

Spanish translation: patrimonio del cliente/inversor potencial

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
English term or phrase:prospect’s wealth
Spanish translation:patrimonio del cliente/inversor potencial
Entered by: Rocio Rueda

19:54 Nov 1, 2015
English to Spanish translations [PRO]
Bus/Financial - Investment / Securities / Gestión de Inversiones
English term or phrase: prospect’s wealth
SE trata de un cuestionario para determinar la categoría en la que clasificar a los inversores.

El párrafo es el siguiente:

Determine what part of the prospect’s wealth the investment with our institution represents. This will assist in the establishment of the prospect’s risk tolerance.

Gracias!
Rocio Rueda
Spain
Local time: 17:27
patrimonio del cliente/inversor potencial
Explanation:
Wealth = patrimonio, riqueza, activos
prospect = cliente potencial o en este caso, inversor potencial
Selected response from:

Roser Bosch Casademont
Ireland
Local time: 16:27
Grading comment
Muchas gracias!
4 KudoZ points were awarded for this answer



Summary of answers provided
4 +3patrimonio del cliente/inversor potencial
Roser Bosch Casademont
4la fortuna del prospecto/del cliente potencial
Juan Arturo Blackmore Zerón


  

Answers


19 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +3
patrimonio del cliente/inversor potencial


Explanation:
Wealth = patrimonio, riqueza, activos
prospect = cliente potencial o en este caso, inversor potencial

Roser Bosch Casademont
Ireland
Local time: 16:27
Specializes in field
Native speaker of: Native in SpanishSpanish, Native in CatalanCatalan
PRO pts in category: 31
Grading comment
Muchas gracias!

Peer comments on this answer (and responses from the answerer)
agree  Mónica Algazi: o posible inversor
26 mins
  -> Gracias

agree  JohnMcDove
2 hrs
  -> Gracias

agree  lugoben
3 hrs
  -> Gracias
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1 hr   confidence: Answerer confidence 4/5Answerer confidence 4/5
la fortuna del prospecto/del cliente potencial


Explanation:
La riqueza, capacidad de invertir, cantidad de dinero disponible, que tiene el cliente potencial.

Juan Arturo Blackmore Zerón
Mexico
Local time: 11:27
Works in field
Native speaker of: Spanish
PRO pts in category: 9
Notes to answerer
Asker: gracias

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