Wealth Management Glossary

Confused about financial jargon? Use our jargon buster to get a plain explanation of industry terms.


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Capital preservation
An investment objective in which protecting the investor’s initial investment from loss is the primary goal.

Closed ended fund
A collective investment which has a fixed number of shares traded on a stock exchange. In the UK the most common example of this is an Investment Trust.

Common Reporting Standard
CRS is an information standard for the automatic exchange of tax and financial information on a global level, which the Organisation for Economic Co-operation and Development (OECD) developed in 2014.

A specialised company that is responsible for holding financial assets for safe keeping and record keeping on behalf of corporate or individual investors.