Wealth management services for private individuals

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Wealth management includes the provision of advice, as well as the execution of investment transactions on behalf of the client. As a rule, asset managers provide their clients with other financial services, such as portfolio management of the client's securities, financial and tax planning. From the client's point of view, wealth management is the process of improving the financial position while achieving the client's short-term and long-term financial goals. Wealth management is usually designed to serve individuals, who are usually high net worth individuals. http://www.confiduss.com/en/info/blog/ar...-services/