Global wealth management services encompass strategies for:
Along with these services, investors can receive advice on investment products and services that best fit their requirements. Certain financial institutions also offer highly customized retail banking solutions, and advice on taxation, legal issues and estate planning, based on investor needs. Global wealth management services are typically offered for investor accounts that are below $10 million.
Global wealth management ensures that a person’s investments are spread across the globe across regions and sectors. This enables investors to capitalize on the fourfold advantage of minimized risk, enhanced returns, tax benefits and currency valuation.
The benefits of global wealth management services include: