FDC3 Wealth Manager Persona

## Overview
Discovery exercise to understand the **Wealth Manager** user personas within financial services that would be a user of FDC3.

### Additional Context:
Exercise to break down this list and investigate further. The spreadsheet can be [found here](https://docs.google.com/spreadsheets/d/1b506f6v2TFlKHlkhry4CMa1pbMOAP3-biwJJr9gwYAU/edit#gid=1197791461).

- Is it a Context linking use case or is it an Intent use case typically?
- What Intent would you use? What's the natural Context?

By running through the above we can quickly identify where the gaps are with the FDC3 Standard

### Contribute
Contributions are welcomed to this issue.

**Add further workflows that are related to the Wealth Manager persona for any use-cases you are trying to build on FDC3.**

Start with the linked Wealth Manager spreadsheet and the FDC3 Standard. Map each persona workflow to a Context linking use case or Intent, identify the natural Context and relevant Intent, and record gaps in the standard. Done means the issue contains documented, actionable Wealth Manager workflows and the resulting gaps.

Written by the indexing model from the issue text.