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Northampton, United Kingdom
11-50 Employees
2004
OCM Asset Management is a trading name of OCM Wealth Management. With our sound and robust investment process we achieve your goals. Our focus is delivering a client’s long term financial goals, by being a Nimble & Proactive Asset Management Team, using a modern investment strategy called, “Outcome Based Investing”. To deliver a client’s long term financial goals.
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Home - OCM Wealth Management
... A new wave in wealth management ...
Lugano, Switzerland
1-10 Employees
2012
Based in Lugano, Open Partners was founded in 2012 with the goal of creating a center of excellence for independent wealth management Born from professionals with a long international investment experience, it aims to attract talents with different skillsets in order to deliver the best service to its clients.
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Wealth Management:
... Wealth Management | Open Partners Asset Management ...
Washington, United States
1-10 Employees
2008
We are here to solve your everyday problems - cash flow, legal compliance, cash management, budgeting, risk management, development of financial and operational strategies, and human capital investment. We are committed to creating the perfect solution for your business. Nonprofit Organizations We provide management solutions for your businesses including financial and operational needs. We develop and implement a tailored solution to all of your accounting, taxes, human resources, IT, financial and administrative needs. We provide CFO or COO services for your organization, so that you can focus your resources on your programs. Female Executives We provide one-on-one business & wealth management advice to female executives wanting to grow their business and build and sustain wealth. We provide various options to boost your corporate performance - especially during times of change. No matter where you are in your life or business, we offer personal, operational, and financial coaching solutions to "C" level executives looking for strategies on how to reach their short & long-term goals.
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Webster's Wealth Management Solutions
... Webster's Wealth Management ...
London, United Kingdom
1-10 Employees
2016
Wren Investment office is a multi-family office in London, offering wealth management, investment management and family office services. With offices in the UK, the US and Spain we offer global perspective with local capability. An innovative approach to wealth management, defined by the purpose of wealth. Green finance is a continuously developing sector and one of major consideration for investors, family offices and the wider wealth management market. Family offices offer bespoke and highly tailored services, but for those looking to build their family office, understanding what is possible is an important first….
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Wealth Management
... Wren Investment Office uses bespoke approaches to wealth management to ensure you get the most from our private asset management and wealth management services. ...
Cotswold District, United Kingdom
1-10 Employees
2005
We are committed to being fully independent, thus offering advice on products from the whole of the market. We are pleased to be able to offer you personal advice tailored to your individual needs, whether you are an individual or corporate client, requiring advice relating to life assurance, investments, pensions, tax-planning or employee benefits. We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements. Mitchell Griffin Wealth Management Ltd was established by Graeme Mitchell Dip PFS in May 2005 and is based just on the edge of the lovely Cotswold market town of Cirencester in Gloucestershire. Graeme has provided professional financial advice for over 20 years and offers general independent advice in addition to specialist pension and tax-planning services. The objective of Mitchell Griffin Wealth Management Ltd is to provide helpful, high quality, professional advice with a level of service and care that is second to none. Pensions are financial tools whose purpose is the provision of money in old age. The aim of life assurance cover is to provide money for people who financially depend on you.
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Wealth management
... Specialist | Mitchell Griffin Wealth Management | ...
Village of Nyack, United States
10001+ Employees
1784
The support we provide around these practices empowers our clients to confidently navigate the unpredictable and unexpected. As part of BNY Mellon, we leverage our firm’s strength as a leading investment management, asset servicing and wealth management firm to offer world-class solutions.
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BNY Mellon Wealth Management News
... Read the latest BNY Mellon Wealth Management financial and regional media mentions, interviews and press releases. ...
Cardiff, United Kingdom
1-10 Employees
James’s Place Partnership, of which Harry Robinson Wealth Management is a part of. At Harry Robinson Wealth Management in Cardiff, our mission is simple: to guide you towards a brighter future for your finances, your business and naturally your family by making wealth management simple and attainable. Harry Robinson Wealth Management is a Partner Practice of.
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Wealth Management Cardiff
... Looking for a wealth management solution in Cardiff? Let’s create a growth strategy together, see what we can offer here. Wealth Management & Financial Adviser Services including Pensions, Insurance and Investment Advice in Cardiff. ...
London, United Kingdom
1-10 Employees
We are confident we can make a real difference to your finances. Our success has been built upon “word of mouth” referrals from existing clients and close relationships with solicitors and accountants. We offer a range of wealth management and financial planning services, including Retirement (Pension Planning), Investment and Tax Planning; on a discretionary basis, if required.
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WEALTH MANAGEMENT QUARTERLY REVIEW Q2
... Welcome to the Summer 2017 Finance Shop Wealth Management (FSWM) Quarterly Review. The aim of the Review is to give ...
Kansas City, United States
1-10 Employees
1995
We are Mader Shannon, a fiduciary-based wealth management firm located in the heart of Kansas City. Our mission is to provide exceptional portfolio management and financial planning solutions tailored to help you achieve your financial goals. A fiduciary financial advisor is a trusted professional who is legally required to prioritize their clients' interests over their own. We believe that retaining an independent financial professional is crucial for both planning and portfolio management. Our commitment lies solely with our clients' best interests, ensuring we offer objective advice and set reasonable expectations. The Society is a more than 80 year old organization of credentialed professionals with over 11,000 members nationally. George brings to Mader & Shannon forty years of experience in the financial markets and the brokerage industry; an excellent formal education in accounting, economics, and finance; and a proven track record of investment analysis and portfolio management. The Society is a multi-disciplinary organization made up of financial professionals from accounting, insurance, investments, and law.
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Wealth Management
... Portfolio Management — Mader & Shannon Wealth Management - Kansas ...
City of Westminster, United Kingdom
1-10 Employees
We are confident our approach will demonstrate the value of working with us. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We are experienced wealth managers that can help you improve your financial situation right now, so please do get in touch and we will be happy to embark on this financial journey alongside you and your loved ones. James's Place who are amongst the market leading wealth management companies, our primary purpose is to work with both families and individuals to first preserve and then, build their wealth. These services are separate and distinct to those offered by St. We do not provide 'off the shelf' solutions. Our proposition is a seamless service consisting of the highest quality, professional and well-informed advice across all areas of financial planning all of which is underpinned by FTSE100 St.
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About us | JKB Wealth Management
... Our Approach to Wealth Management ...
Technologies which have been searched by others and may be interesting for you:
Some interesting numbers and facts about the results you have just received for Wealth Management
| Country with most fitting companies | United States |
| Amount of fitting manufacturers | 2144 |
| Amount of suitable service providers | 4592 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 1784 |
| Youngest suiting company | 2016 |
Wealth management is a comprehensive approach to managing an individual's or a family's financial affairs, encompassing a wide array of services beyond simple investment advice. The core objective of wealth management is to preserve and grow wealth over time while addressing a client's financial goals, tax obligations, estate planning needs, and retirement objectives. It involves a holistic analysis of one's financial situation and the implementation of strategies tailored to the specific needs, risk tolerance, and future aspirations of the client. Wealth managers, often part of a dedicated firm or financial institution, leverage their expertise in various domains, including financial planning, asset management, legal resources, and tax advice, to provide bespoke solutions. By fostering a close client-adviser relationship, wealth management offers personalized guidance that adapts to changing market conditions and life circumstances, ensuring that financial decisions are aligned with long-term objectives. The impact of wealth management within its field is profound, as it not only safeguards assets but also facilitates the strategic growth of wealth, enabling individuals and families to achieve financial security and pass on their legacy. Through a combination of strategic planning, expert insight, and personalized service, wealth management plays a pivotal role in financial health, offering peace of mind and a clear path towards financial goals.
1. Personalized Financial Strategy
Wealth management offers a tailored approach to financial planning, where strategies are customized to meet the individual needs and goals of the client. This personalization ensures that every aspect of one's financial life is taken into account, from investment management to tax planning, offering a comprehensive solution that generic financial advice cannot match.
2. Access to Expertise
Clients benefit from the expertise of seasoned professionals who have a deep understanding of the financial markets and the complexities of wealth management. This access enables informed decision-making, potentially leading to better financial outcomes compared to navigating the financial landscape alone or with limited knowledge.
3. Time Savings and Convenience
Managing personal finances, especially for those with considerable wealth, can be time-consuming and complex. Wealth management consolidates various financial tasks—such as estate planning, tax strategies, and investment management—under one umbrella, providing convenience and freeing up valuable time for clients.
4. Risk Management
A key component of wealth management is the strategic management of risks. By diversifying investments and carefully planning for future financial needs, wealth managers help mitigate potential losses, offering a level of security that self-managed portfolios may lack.
While evaluating the different suppliers make sure to check the following criteria:
1. Experience and Reputation
Ensure the supplier has a strong track record in wealth management, with positive testimonials and case studies.
2. Customization Abilities
The supplier should offer customizable wealth management solutions tailored to specific financial goals and risk tolerance.
3. Technology and Tools
Evaluate the technological tools available for portfolio management, reporting, and analysis to ensure they meet current standards.
4. Regulatory Compliance
Confirm that the supplier adheres to all relevant financial regulations and standards to protect your investments.
5. Cost Structure
Understand all fees involved, including management fees, performance fees, and any hidden costs, to ensure transparency.
6. Client Support
The availability of dedicated support for addressing queries and providing guidance throughout the wealth management process is crucial.
Wealth management plays a pivotal role in supporting businesses across various sectors in optimizing their financial health and strategic growth. In the technology industry, wealth management services are instrumental in managing the influx of capital from venture funding or profits. Financial advisors help tech companies allocate resources efficiently, ensuring long-term sustainability and facilitating R&D investments. In the manufacturing sector, wealth management assists businesses in navigating the complexities of global supply chains and fluctuating market demands. By offering customized investment strategies, companies can safeguard against economic downturns, ensuring liquidity and the ability to innovate. For healthcare organizations, wealth management is crucial in managing endowment funds, donations, and investment income. This financial guidance ensures that institutions can continue to invest in cutting-edge medical research, technology, and patient care services, despite the ever-changing healthcare landscape. In the realm of real estate, wealth management services provide companies with strategies to manage their portfolios effectively. This includes advice on property investment, development projects, and managing operational costs, helping firms to maximize their returns and mitigate risks in a volatile market. Overall, wealth management serves as a foundational pillar for businesses, enabling them to secure their financial future, make informed investment decisions, and drive growth in their respective industries.
Wealth management technology currently operates at a high Technology Readiness Level (TRL), approximately between 7 and 9, indicating that these solutions are not only fully developed but also actively deployed and utilized in real-world scenarios. This advanced TRL reflects the sector's successful integration of cutting-edge technologies, such as artificial intelligence (AI) and machine learning (ML), to offer personalized investment strategies, risk management, and financial planning services. The evolution to this level has been driven by technical advancements that enable the analysis of massive data sets to predict market trends, automate trading, and provide bespoke advice to clients. Furthermore, blockchain technology has bolstered security and transparency in transactions, enhancing trust in wealth management platforms. The high TRL is also a result of the seamless integration of these technologies with user-friendly digital interfaces, allowing clients to access their portfolios and financial advice anytime, anywhere. This level of technical maturity and the ongoing innovation in the field underscore the significant progress in making wealth management more accessible, efficient, and secure, catering to the evolving needs of a diverse clientele.
In the Short-Term, wealth management is poised to see significant advancements in AI-driven financial advisory services. The integration of artificial intelligence and machine learning algorithms will enable more personalized investment strategies, enhancing client satisfaction and portfolio performance. These technologies will streamline operations, reduce errors in investment advice, and provide clients with insights based on vast datasets that were previously unmanageable for human advisors. Looking into the Mid-Term, blockchain technology is expected to revolutionize the wealth management industry by enhancing security and transparency in transactions. The adoption of blockchain will facilitate faster, more secure, and cost-effective transactions. This technology will also enable the creation of smart contracts, automating the execution of agreements without the need for intermediaries, thus reducing operational costs and improving efficiency. In the Long-Term, the integration of quantum computing into wealth management will drastically increase computing power, enabling the processing of complex financial models in seconds. This breakthrough will allow for real-time market analysis and risk assessment, providing unprecedented accuracy in investment advice and portfolio management. Quantum computing will also enhance encryption methods, offering superior data security and further safeguarding client assets and personal information.
