Porfolio Management

Hi! This is my first post so I hope its ok and in the right place.:)
My Spanish speaking assistant is translating a short document for me from english to spanish but is stuck with the phrase "portfolio management".

We are a firm of financial Advisors and the term "porfolio management" is when a client gives us a sum of money/shares etc which we place with various institutions in order to maximise returns etc

We are based in Mexico so this is for a latin spanish document.

Many thanks.

Hello Mexico1,

Welcome to the Forum. I think one possible translation for the phrase "portfolio management" is "administración de cartera".

I hope it helps!

FAB

Hi there,


La traducción más corriente es: "gestión de carteras", espero que esto sea de ayuda, H.