Bespoke advice, services and products to help you plan and invest wisely…
Wealth management is an investment discipline that incorporates general financial planning and investment portfolio management.
A wealth management client is likely to have accumulated a significant level of liquid assets (or have a commitment to doing so), for wealth management strategies to be effective.
For many, preservation of wealth already created is an important consideration and some clients simply seek a return which is better than that available from cash with the sole aspiration of keeping up with inflation. Others invest for income, growth or a combination of both.
A wealth management client would normally expect a greater level of bespoke advice, service and product offering than is offered to more mainstream clients.