Wealth Manager Gifts

King Lear and his Accoutant

"Didn't you used to manage our mutual fund?"

"You'll see, this is going to cause real trouble."

"When I grow up, I want to work with the affluent."

'Look, I told you, I'll come and have dinner just as soon as I've broken even.'

'Can I choose which brick you name after me?'

"Your portfolio is too conservative."

Office, "Miss Smith buy up the rights to the bible and get that part changed about the rich man and the eye of the needle"

'I'm glad the American Dream is still alive and well somewhere.'

'The bad news is it's all our client's money.'

'You need to alter your portfolio allocation. Right now it's 25% stocks, 15% bonds and 60% margin loans.'

wealth investment

"I'm perfectly happy to suffer the slings and arrows as long as I can keep the outrageous fortune."

'Why didn't you tell me your investment objective was to avoid a portfolio meltdown?'

My 35 years of experience tell me your tolerance for risk is low...

Stockmarket - "I see fear is up five points."

"I feel so good today I could almost turn down a tax cut."

Just a moment, platinum cardholder...your cash is being ironed, folded and perfumed.

'Great idea you had! Its easy to see why you're the CEO at wealth-management.'

'I already have money. I need advice on how to keep it and make it last.'

"My kids may hate me, but my great-great-grandkids are going to love me."

'I'm rich, therefore I am.'

The Sack/The Executive Sack.

'You feel it? Tax havens and Swiss bank accounts are back in!'

"I hope they cut your loopholes on dividends and capital gains!"

Millionaire bankers hide identity

'You know the economy's in trouble when the Forbes 400 list of wealthiest Americans only has 350 names on it.'

"Daddy is fiscally buff."

"The cool investors are paid with the contributions of the dorkier ones. It's a Fonzie scheme."

'I used to worry about the money I didn't have. Now I worry about the money I do have.'

'How rich is too rich?'

Statue of pound sign

"I can't decide which I'd rather do- make a twenty-billion-dollar bid of turn down a twenty-billion-dollar bid."

'I must admit that I've made a lot of other people's money in my time.'

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