The more assets you have, the more complex the questions regarding asset management may become. How, for example, do you plan to pass on your assets to generations to come? How, in this day and age, do you protect your privacy? And how can your assets make a positive impact on society?
With Private Wealth Management, you are assisted by a personal senior wealth manager. Together with the assistant wealth manager and an investment advisor, they are the core of your client service team and will critically and expertly regard your assets.
What are your goals and how do you want to use your assets to achieve them? Your senior wealth manager is your sparring partner on the following topics:
