If you would describe yourself as ‘affluent’, or in modern parlance as an HNWI (High Net Worth Individual), wealth management could be vital to your future finances. Unless you are a financial professional, you can’t be expected to have a grasp of all the investment, accounting, tax, legal, inheritance and residence laws which might affect you and your family’s wealth. The advisory service of a wealth manager is a consultative process, designed to explore the client’s assets and needs, to tailor a strategy using appropriate financial products...
