|
|
|
|
PW Managers vs Private Bankers |
|
| |
|
|
|
| Private Wealth Management |
| PW managers vs private bankers |
|
 |
- Our Private Wealth Managers provide an alternative to and often complement the Private Bankers. Most Private Bankers recommend only a limited list of products while our Private Wealth Managers being independent, will have a much bigger range of products to select from.
Our Private Wealth Managers often provide a valuable alternative opinion and “diversification” of advice and solutions.
- Our Private Wealth Managers cultivate a long term relationship with clients because they own the business and are motivated to provide continuous service and advice.
Contrast this with the often rapid turnover of private bankers resulting in frequent changes in Relationship Managers.
- Our Private Wealth Managers hold clients information strictly confidential while the institutions often use the information for their multiple businesses. With us, your personal confidential data would only be used by your personal Private Wealth Manager for his/her advisory role to manage your wealth.
- Our Private Wealth Managers are supported by a group of other professionals in our Company, comprising the Managing Director, the Financial Adviser Managers, the Financial Planners and Product Specialists. We are also able to utilise Associates in other companies dealing with areas like legal and tax.
|
|
|
