BUSINESS CAPABILITY MAP - Investment and Wealth Services
| Description | EN: Involves providing financial advisory services to individuals and organizations for managing their investments and growing their wealth. It includes portfolio management, retirement planning, estate planning, and investment advice tailored to clients' financial goals and risk tolerance. |
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| Implementing Functions | 
Retail Banking Production & Exploitation |
| Packaging Library | 
Retail & Consumer Banking |
TREE VIEW
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Investment and Wealth ServicesInvolves providing financial advisory services to individuals and organizations for managing their investments and growing their wealth. It includes portfolio management, retirement planning, estate planning, and investment advice tailored to clients' financial goals and risk tolerance.
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Basic Estate Planning
Focuses on providing estate management services, including estate planning, trusts, and other services to help customers preserve and transfer wealth to future generations. Used for managing and preserving wealth, ensuring the efficient transfer of assets to beneficiaries. Aims to provide customers with estate planning solutions, protecting and transferring wealth to future generations through effective estate management strategies.
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Basic Portfolio Management
Manages and optimizes investment portfolios for customers, including asset allocation, portfolio rebalancing, and strategic investment decisions. Used for managing investments and ensuring effective growth and management of customers' investment portfolios. Aims to provide customers with professional portfolio management services, optimizing their investments and achieving financial objectives through strategic investment decisions.
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Investment Advisory and Planning
Provides advisory services for investment portfolios and financial planning. Used for offering financial planning, investment advice, and guidance on wealth-building strategies to help customers achieve their financial goals. Aims to assist customers in managing their investments effectively, optimizing their portfolios, and achieving long-term financial success through informed investment decisions and personalized financial planning strategies.
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Retirement planning (*)
Encompasses providing retirement planning services, including advising on retirement savings, investment strategies for retirement, and other services to help customers plan for a financially secure retirement. Used for advising on retirement planning, ensuring financial security and stability during retirement years. Aims to assist customers in planning and preparing for retirement, achieving financial independence, and enjoying a comfortable retirement lifestyle.
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