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How does one define wealth management?

This is a discussion on How does one define wealth management? within the Financial Asessment and Planning forum, part of the Home Planning Forum category; plz comment.. thanx...

  1. #1
    Worthy Lady
    Join Date
    Feb 2013
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    How does one define wealth management?

    plz comment.. thanx

  2. #2
    Worthy Lady
    Join Date
    Jun 2012
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    Re: How does one define wealth management?

    In general, managing wealth is more than just investment advice, as it can include all parts of a person's financial life. It is managing and individuals wealth and providing comprehensive financial support. In this type of service; one can cover taxes, asset protection and investments of property advice. You can check with DBS Treasures if you wish to hire a professional for wealth management services...

  3. #3
    Female Attendant
    Join Date
    Feb 2014
    River Valley
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    Re: How does one define wealth management?

    Hi there,

    Just replied to some of your other threads :-) I would recommend you meeting with a financial planner to discuss your options. A financial planner will provide you advice around savings, wealth management, estate planning etc.

    We offer free consultations that run for 45-60 minutes to get to know you a little better and provide you with personalised impartial advice based only on those circumstances. There are no obligations and the meeting is simply to determine whether there is any common ground for future meetings. It's really important you seek advice based on your abilities.

    If you would like to know more, drop me an email at bf@thehenleygroup.com.sg


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