WEALTH MANAGEMENT
This service is aimed at individuals who have a significant amount of assets that they wish to invest and grow over the long term, and who seek personalised advice and special management of their assets.
The services included in wealth management may vary depending on the specific arrangements with the client. However, here is a list of services that are generally included in wealth management:
- Protection Solutions: This service focuses on helping clients protect their wealth and lifestyle from potential unforeseen events.
- Family Office: This service offers customised wealth management solutions for high net worth families. Services include investment management, estate planning, real estate administration, trust structuring, succession planning, among others.
- Retirement Planning: This service focuses on helping clients plan and achieve their long-term financial goals for retirement. Services include retirement plan design, long-term investment strategies, and advice on retirement savings options.
- Tax Planning: This service focuses on helping clients minimise their tax burden and optimise their tax strategies. Services include advice on tax planning, investment structuring, tax deduction strategies, among others.
- Asset Management: This service focuses on helping clients manage and grow their wealth. Services include investment selection and management, customised portfolio design, and advice on investment strategies, market analysis, and performance tracking.
- Risk Management: This service focuses on helping clients minimise risk and protect their wealth. Services include risk assessment, hedging strategy design, market risk management, among others.
- Cash Management: This service focuses on helping clients manage their cash flow efficiently and effectively. Services include current account management, budget planning, payment and collection management, among others.
