Managed account - traducción al Inglés
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Managed account - traducción al Inglés

FEE-BASED INVESTMENT MANAGEMENT PRODUCT FOR HIGH-NET-WORTH INDIVIDUALS
Managed Accounts; Managed accounts; Discretionary account; Controlled account

Managed account         
Controlled account         
business account         
  • 1967 letter by the [[Midland Bank]] to a customer, informing on the introduction of electronic data processing and the introduction of account numbers for current accounts
FINANCIAL PRODUCT
Share draft; Checking account; Demand deposit account; Demand Deposits; Other Checkable Deposits; Checkable deposit; Checkable deposits; Checking deposits; Checking Deposits; Checking Accounts; Chequing account; Demand Account; Current account (banking); Checking accounts; Demand account; High yield checking account; High Yield Checking; Reward Checking; Commercial account; Business account; High-yield checking accounts; High-yield checking account; Current accounts; Transactional account; Payment account
cuenta comercial

Definición

checking account
(checking accounts)
A checking account is a personal bank account which you can take money out of at any time using your cheque book or cash card. (AM; in BRIT, usually use current account
)
N-COUNT

Wikipedia

Managed account

In banking, a managed account is a fee-based investment management product for high-net-worth individuals. The main appeal for wealthy individuals is the access to professional money managers, a high degree of customization and greater tax efficiencies in a fee-based product. They are not to be confused with managed bank accounts such as thinkmoney, e-money accounts and basic bank accounts, all of which are consumer banking products in the UK.

Managed accounts started as separately managed accounts (SMAs) and have since evolved into multiple strategy accounts (MSAs) and the rapidly emerging unified managed accounts (UMAs). There is broad agreement that managed accounts provide the added benefits of greater transparency, liquidity and control.

Managed account minimums and the cost to operate managed account programs have steadily dropped as technology helps with efficiency and scale. Increasingly, managed account products are seeing interest from the "mass affluent" as well.

The retail managed accounts industry was sized at $1.70 trillion in 3Q 2009. Managed Accounts are typically offered by global investment banks and specialist investment firms.

Ejemplos de uso de Managed account
1. His decisiveness and perseverance have proven themselves today, as Traiana‘s technology becomes the standard in world finance." Pundak–Mintz already has an eye on Gemini‘s next exit, which is also a player in financial technology: Octavian, a provider of Separately Managed Account solutions in the Wealth and Investment Management industry.