Private Wealth Management (PWM) Definition

Patrick Curtis

Reviewed by

Patrick Curtis WSO Editorial Board

Expertise: Investment Banking | Private Equity

Private Wealth Management or PWM is a service offered by institutions to high net worth individuals and firms. The services typically offered with private wealth management include:

  • Investment advisory
  • Money management
  • Wealth planning
  • First priority product offerings

Private Wealth Management is frequently part of the 'Private Bank' sector of a bank.

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Patrick Curtis

Patrick Curtis is a member of WSO Editorial Board which helps ensure the accuracy of content across top articles on Wall Street Oasis. He has experience in investment banking at Rothschild and private equity at Tailwind Capital along with an MBA from the Wharton School of Business. He is also the founder and current CEO of Wall Street Oasis. This content was originally created by member and has evolved with the help of our mentors.