Wealth Management

Wealth Management

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client’s wants and tailors a bespoke strategy utilizing appropriate financial products and services.

Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and several aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others