Wealth management is a form of investment management and financial planning that provides solutions to a wide array of clients ranging from affluent to high-net-worth and ultra-high-net-worth. It is a discipline which incorporates financial planning, portfolio management and a number of aggregated financial services offered by a complex mix of investment banks, asset managers, custodian banks, retail banks, and financial planners.
High-net-worth individuals, small-business owners and families who desire the assistance of a credentialed financial advisory specialist, call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. The goal of wealth management is to sustain and grow long-term wealth. Our Portfolio Management Service could be the answer available exclusively through our Financial Advisers. A professional investment manager will fully manage your investments. The service aims to deliver positive returns while taking the appropriate amount of risk.
Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts, Certified International Investment Analysts, Chartered Strategic Wealth Professionals, Chartered Financial Planners, or any credentialed professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.
Private wealth management
Private wealth management is delivered to high-net-worth investors. Generally this includes advice on the use of various estate planning vehicles, business-succession or stock-option planning, and the occasional use of hedging derivatives for large blocks of stock.
Traditionally, the wealthiest retail clients of investment firms demanded a greater level of service, product offering and sales personnel than that received by average clients. With an increase in the number of affluent investors in recent years, there has been an increasing demand for sophisticated financial solutions and expertise throughout the world.