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Top Wealth Management Companies

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60 companies for Wealth Management

YOUR WEALTH MANAGEMENT LTD's Logo

YOUR WEALTH MANAGEMENT LTD

Trafford, United Kingdom

A

1-10 Employees

-

Key takeaway

Wealth Management Services is dedicated to enhancing clients' long-term financial success through customized programs that aim to grow and preserve wealth. Their approach emphasizes personalized service and a diverse range of perspectives, ensuring clients receive comprehensive support in their financial planning.

Reference

Core business

About

CLP FINANCIAL GROUP INC's Logo

CLP FINANCIAL GROUP INC

Chesapeake, United States

B

1-10 Employees

2000

Key takeaway

CLP Financial Group emphasizes its mission to make financial advice accessible to everyone, regardless of their wealth status, highlighting that seeking advice is a crucial step toward building wealth. Their team of industry experts focuses on comprehensive financial education and offers a complimentary second opinion from a Certified Financial Fiduciary®, ensuring that individuals can make informed financial decisions to achieve their goals.

Reference

Service

Wealth Management

Accounts Unlocked's Logo

Accounts Unlocked

Ashford, United Kingdom

A

251-500 Employees

2003

Key takeaway

The company highlights its expertise in financial services, particularly in wealth management, which is essential for making effective financial decisions. Their strong referral rate and growing client list underscore their commitment to excellent customer service and tax mitigation strategies.

Reference

Service

Wealth Management

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PMW Asset Management AG's Logo

PMW Asset Management AG

Zurich, Switzerland

A

1-10 Employees

-

Key takeaway

PMW is a trusted wealth management firm with over 20 years of experience, specializing in providing comprehensive investment solutions to both individuals and institutions. Their commitment to transparency and client trust has established them as a leading asset manager in Switzerland.

Reference

Service

Wealth Management - PMW Asset Management

PWM Wealth Management's Logo

PWM Wealth Management

Cape Town, South Africa

C

1-10 Employees

-

Key takeaway

Private Wealth Management is a registered Financial Services Provider dedicated to addressing the financial planning needs of affluent individuals. Since 2000, the company has offered trusted advice and tailored wealth management solutions, emphasizing a relationship-based approach to financial planning.

Reference

Core business

Private Wealth Management (Pty) Ltd - Giving Wealth Purpose

Private Wealth Management is a registered Financial Services Provider established to meet the lifestyle financial planning needs of individuals in the affluent and professional market.

Structured Wealth Management Inc.'s Logo

Structured Wealth Management Inc.

Toledo, United States

B

1-10 Employees

2019

Key takeaway

Structured Wealth Management is dedicated to equipping clients with the necessary tools for confident retirement planning, emphasizing the importance of personal investing in today's financial landscape. They provide a wide range of strategies, investments, and insurance solutions to support families in their journey toward financial independence.

Reference

Service

Wealth Management - Structured Wealth Management

Crown Wealth Management's Logo

Crown Wealth Management

Shrewsbury, United Kingdom

A

1-10 Employees

2006

Key takeaway

Crown Wealth Management, founded by Brian Benson in 2006, offers independent and comprehensive wealth management services. They provide detailed analysis and practical recommendations to help clients achieve their financial goals, emphasizing a dedicated approach for trustees to ensure best practices in investment strategies.

Reference

Service

Wealth-Management - Crown Wealth Management

MBL Advisors's Logo

MBL Advisors

Charlotte, United States

B

11-50 Employees

1985

Key takeaway

MBL Advisors specializes in Wealth Management, offering objective advice and innovative strategies to help clients accumulate, manage, and preserve their wealth. They provide personalized services tailored to the unique needs of high net worth and institutional clients.

Reference

Service

Wealth Management – MBL Advisors

Wealth Wise Group's Logo

Wealth Wise Group

Dubai, United Arab Emirates

C

1-10 Employees

2021

Key takeaway

Wealth Wise Group focuses on delivering comprehensive wealth management solutions through a Goals Based Approach, ensuring clients receive effective strategies to achieve their financial objectives. With partnerships with reputable providers, they prioritize the growth, preservation, and protection of clients' assets.

Reference

Service

Asset Management: Wealth Wise

Prosperity Investment Management's Logo

Prosperity Investment Management

Basel, Switzerland

A

11-50 Employees

-

Key takeaway

Prosperity Investment Management emphasizes a tailored approach to wealth management, offering access to over 1000 diversified mutual funds to meet individual requirements.

Reference

Service

Wealth Management | Prosperity Investment Management


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Things to know about Wealth Management

What is Wealth Management?

Wealth management encompasses a comprehensive approach to managing an individual's or family's financial resources. It integrates various financial services, including investment management, financial planning, estate planning, and tax services, all tailored to meet the specific goals and needs of the client. Professionals in this field assess the client's financial situation and develop a personalized strategy to grow and protect wealth over time. This service often targets high-net-worth individuals and aims to provide not only investment advice but also holistic financial guidance to ensure long-term financial health and security.


How does Wealth Management work?

Wealth management involves a comprehensive approach to managing an individual's financial assets. It combines various financial services tailored to meet the specific needs of clients. Typically, this includes investment management, financial planning, tax strategies, and estate planning. A wealth manager assesses a client's financial situation, goals, and risk tolerance to develop a personalized investment strategy. They continuously monitor and adjust the portfolio to optimize returns while managing risks. This holistic service aims to grow and preserve wealth over time, ensuring long-term financial security for clients and their families.


What services are included in Wealth Management?

1. Investment Management
Wealth management providers offer tailored investment strategies to align with clients' financial goals. This includes portfolio management, asset allocation, and continuous performance monitoring.

2. Financial Planning
Comprehensive financial planning is another crucial service. This encompasses retirement planning, tax strategies, estate planning, and risk management, ensuring a holistic approach to wealth preservation and growth.

3. Private Banking Services
Many wealth management firms provide private banking services. These services often include personalized banking solutions, credit facilities, and tailored lending options to meet unique client needs.

4. Estate Planning
Estate planning is a vital component, focusing on the distribution of assets according to clients' wishes. This involves creating wills, trusts, and other legal documents to minimize taxes and ensure smooth transitions of wealth.

5. Philanthropic Guidance
Wealth management also includes philanthropic guidance, helping clients align their charitable giving with personal values and financial goals. This can involve setting up foundations or donor-advised funds to facilitate impactful donations.


Why is Wealth Management important?

Wealth management plays a crucial role in helping individuals and families effectively manage their financial resources. It integrates various financial services, including investment management, financial planning, and tax strategies, to align financial goals with personal values. Additionally, it provides a comprehensive approach to preserving and growing wealth over time, offering tailored solutions that can adapt to changing market conditions and personal circumstances. By employing expert advice and diversified investment strategies, wealth management enables clients to optimize their portfolios while minimizing risks, ensuring long-term financial security and peace of mind.


How is Wealth Management different from financial advising?

Wealth management encompasses a broader range of financial services compared to traditional financial advising. It typically includes investment management, estate planning, tax optimization, and retirement planning, all tailored to high-net-worth individuals and families. Wealth managers take a holistic approach, integrating various aspects of a client’s financial life to build and preserve wealth over time. In contrast, financial advising often focuses on specific areas such as budgeting, savings, or retirement planning. Financial advisors may provide guidance on individual investment options or financial products but may not offer the comprehensive strategies that wealth managers do. This distinction highlights the comprehensive nature of wealth management, which seeks to address the complex financial needs of affluent clients.


Insights about the Wealth Management results above

Some interesting numbers and facts about your company results for Wealth Management

Country with most fitting companiesUnited Kingdom
Amount of fitting manufacturers3733
Amount of suitable service providers9274
Average amount of employees1-10
Oldest suiting company1985
Youngest suiting company2021

Geographic distribution of results





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Frequently asked questions (FAQ) about Wealth Management Companies

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Based on our calculations related technologies to Wealth Management are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting

Start-Ups who are working in Wealth Management are Wealth Wise Group

The most represented industries which are working in Wealth Management are Finance and Insurance, Other, Real Estate, Consulting, IT, Software and Services

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