Personal Wealth Planning

Many clients have multiple objectives in mind for their wealth, some sustainable, others in conflict (university education for the kids, a bigger house, a comfortable retirement, etc.). Clients also expect to be kept up to date about the state of their portfolio and sustainability of their objectives as market conditions change.

Wealth managers taking a more holistic view of their clients must aim to precisely identify these objectives, find the combination of products and behaviors most likely to satisfy them in the long term providing a personalized financial strategy, and track their progress ensuring that the product mix held by the client remains suitable. To that end reporting and monitoring systems are used to keep all stakeholders abreast of the client's financial situation and prompt a rebalancing when necessary