Wealth managers

Manages and advises on the wealth of a household or family.

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What AccountHouse checks

This work needs a licence. A search for it shows professionals with a licence AccountHouse has checked first, and a filter for it shows only them.

United Arab Emirates: Arrangement and advice licence (Financial Consultations) · CMAThe regulator's register (opens in a new tab)
DFSA licence (Authorised Firm or Authorised Individual) · DFSAThe regulator's register (opens in a new tab)
Financial Services Permission (FSP) · FSRAThe regulator's register (opens in a new tab)
India: Investment Adviser · SEBIThe regulator's register (opens in a new tab)
Portfolio Manager · SEBIThe regulator's register (opens in a new tab)
AMFI Registration Number (ARN) — mutual fund distributor · AMFIThe regulator's register (opens in a new tab)
United States: Investment adviser representative or registered investment adviser · SEC / stateThe regulator's register (opens in a new tab)
Registered representative (broker) · FINRAThe regulator's register (opens in a new tab)

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