Wealth Management Consultant
ABOUT THE SERVICE
Advisory Broker or wealth management consultant is a new approach to personal finance management that has already become popular in Europe and the USA.
WHAT IS DIFFERENT?
The main principle is the competent setting of long-term goals and their progressive achievement with the help of stock market instruments. This consulting format does not imply attempts to make a quick profit, but systematically leads you to achieve your goals within the time frame you set.
WHAT IS THE USE?
A wealth management consultant will help you set financial goals, draw up a plan for achieving them and a portfolio that suits your goals, and will accompany you throughout the investment period.
HOW DOES IT WORK?
- You define long-term goals
- Drawing up an investment profile:
- Attitude towards risk
- Desired yield
- Individual features
- Putting together a portfolio for long-term investments:
- Drafting an investment policy agreement
- We advise on the composition of the portfolio over the entire investment horizon:
- Analytical support
- Portfolio rebalancing as needed
Why can we be responsible for your finances?
Wealth management consultants "TrandMarkets broker" - brokers with international certificates in wealth management ICAWM, CISI, London Institute for Securities and Investments (international certificate in advances wealth management from charterted instituree for securities & investment, London).Register