{"id":12182,"date":"2025-02-14T22:06:20","date_gmt":"2025-02-14T22:06:20","guid":{"rendered":"https:\/\/comply-dev.peaktwo.com\/?post_type=glossary&#038;p=12182"},"modified":"2025-07-30T19:50:52","modified_gmt":"2025-07-30T19:50:52","slug":"wealth-managers","status":"publish","type":"glossary","link":"https:\/\/www.comply.com\/en-gb\/compliance-glossary\/wealth-managers\/","title":{"rendered":"Wealth Managers"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":24,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"glossary-categories":[],"glossary-tags":[],"class_list":["post-12182","glossary","type-glossary","status-publish","hentry"],"acf":{"dictionary_definition":"<p>Wealth managers are financial advisors who provide a range of services to help clients manage, grow, and protect their wealth. Wealth management can include legal or estate planning, and wealth managers may work with other financial experts, such as accountants or estate planning specialists, to create a holistic financial plan.<\/p>\n","comply_definition":"","resources":false,"learn_more_links":[{"link":{"title":"Wealth Management at Comply","url":"https:\/\/www.comply.com\/who-we-serve\/wealth-management-rias\/","target":""},"link_description":""}],"new_blue_header":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wealth Managers | Comply Glossary<\/title>\n<meta name=\"description\" content=\"Wealth managers are financial advisors who provide a range of services to help clients manage, grow, and protect their wealth.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.comply.com\/en-gb\/compliance-glossary\/wealth-managers\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Managers | Comply Glossary\" \/>\n<meta property=\"og:description\" content=\"Wealth managers are financial advisors who provide a range of services to help clients manage, grow, and protect their wealth.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.comply.com\/en-gb\/compliance-glossary\/wealth-managers\/\" \/>\n<meta property=\"og:site_name\" content=\"Comply\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-30T19:50:52+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Wealth Managers | Comply Glossary","description":"Wealth managers are financial advisors who provide a range of services to help clients manage, grow, and protect their wealth.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.comply.com\/en-gb\/compliance-glossary\/wealth-managers\/","og_locale":"en_GB","og_type":"article","og_title":"Wealth Managers | Comply Glossary","og_description":"Wealth managers are financial advisors who provide a range of services to help clients manage, grow, and protect their wealth.","og_url":"https:\/\/www.comply.com\/en-gb\/compliance-glossary\/wealth-managers\/","og_site_name":"Comply","article_modified_time":"2025-07-30T19:50:52+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.comply.com\/en-gb\/compliance-glossary\/wealth-managers\/","url":"https:\/\/www.comply.com\/en-gb\/compliance-glossary\/wealth-managers\/","name":"Wealth Managers | Comply Glossary","isPartOf":{"@id":"https:\/\/www.comply.com\/en-gb\/#website"},"datePublished":"2025-02-14T22:06:20+00:00","dateModified":"2025-07-30T19:50:52+00:00","description":"Wealth managers are financial advisors who provide a range of services to help clients manage, grow, and protect their wealth.","breadcrumb":{"@id":"https:\/\/www.comply.com\/en-gb\/compliance-glossary\/wealth-managers\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.comply.com\/en-gb\/compliance-glossary\/wealth-managers\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.comply.com\/en-gb\/compliance-glossary\/wealth-managers\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.comply.com\/en-gb\/"},{"@type":"ListItem","position":2,"name":"Wealth Managers"}]},{"@type":"WebSite","@id":"https:\/\/www.comply.com\/en-gb\/#website","url":"https:\/\/www.comply.com\/en-gb\/","name":"COMPLY","description":"","publisher":{"@id":"https:\/\/www.comply.com\/en-gb\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.comply.com\/en-gb\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/www.comply.com\/en-gb\/#organization","name":"COMPLY","url":"https:\/\/www.comply.com\/en-gb\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.comply.com\/en-gb\/#\/schema\/logo\/image\/","url":"https:\/\/www.comply.com\/wp-content\/uploads\/2024\/07\/comply-logo.svg","contentUrl":"https:\/\/www.comply.com\/wp-content\/uploads\/2024\/07\/comply-logo.svg","width":136,"height":24,"caption":"COMPLY"},"image":{"@id":"https:\/\/www.comply.com\/en-gb\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/comply-org\/","https:\/\/www.youtube.com\/@COMPLYwithConfidence"]}]}},"_links":{"self":[{"href":"https:\/\/www.comply.com\/en-gb\/wp-json\/wp\/v2\/glossary\/12182","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.comply.com\/en-gb\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/www.comply.com\/en-gb\/wp-json\/wp\/v2\/types\/glossary"}],"author":[{"embeddable":true,"href":"https:\/\/www.comply.com\/en-gb\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/www.comply.com\/en-gb\/wp-json\/wp\/v2\/comments?post=12182"}],"version-history":[{"count":0,"href":"https:\/\/www.comply.com\/en-gb\/wp-json\/wp\/v2\/glossary\/12182\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.comply.com\/en-gb\/wp-json\/wp\/v2\/media?parent=12182"}],"wp:term":[{"taxonomy":"glossary-categories","embeddable":true,"href":"https:\/\/www.comply.com\/en-gb\/wp-json\/wp\/v2\/glossary-categories?post=12182"},{"taxonomy":"glossary-tags","embeddable":true,"href":"https:\/\/www.comply.com\/en-gb\/wp-json\/wp\/v2\/glossary-tags?post=12182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}