How can a wealth manager help you with your personal finance?
Reaching a point of financial security is the dream for most people, but having the sort of cash that puts you in that enviable position can also involve a lot of work. The task of managing your money and other assets is a full-time job that few want to handle on top of their other […]
Do you need a financial advisor or a wealth manager?
In most people’s lives, a time will arrive when they need financial guidance. While there are a wide range of professionals able to offer advice, deciding what type of help you need is not always clear. In the next sections, we’ll explore two different options, financial advisors and wealth managers, to help you select the […]
What benefit can a second pair of eyes be on your investments?
When you establish an investment portfolio, your financial advisor will take into consideration many different factors. Your attitude towards risk and financial status will be accounted for, as will your long and short-term goals and any ethical prerequisites you have for investing.
What is the difference between portfolio management and wealth planning?
Those seeking assistance to grow their nest egg and make the most of their financial circumstances will find numerous different types of financial advisors on hand. Employing their expertise can be exceptionally advantageous to any person wishing to attain a specific financial ambition or investment objective. However, it’s important to understand the kind of services […]
What is the role of a wealth manager?
Wealth managers provide an independent advisory service that combines all aspects of a client’s financial situation and how they integrate with one another.
How much money do you need for wealth management?
Wealth management is renowned for being the most premium service for financial planning available. As a rule, it typically provides comprehensive management of investments and is supported by financial advice, guidance on tax, estate planning and sometimes legal assistance.
What is the difference between wealth management and asset management?
As we advance in life, our finances can become more complex to manage. While starting up a personal pension or saving for a home are typically the first financial issues people come across, from their thirties onwards, a more complicated collection of concerns may be added.
Planning For Succession
There is no easy way to say it – anticipating one’s death is an uncomfortable
topic. Yet it is often worth pushing past the initial discomfort to pursue the
potential rewards of efective wealth transfer planning. There are three places
your assets can go at your death: to your family and friends, to charity or to the
government in the form of taxes.
