Wealth manager

A wealth manager is a financial advisory professional responsible for assisting clients — individuals, families, and business owners — in the structuring, growth, and transfer of their wealth.

Their role is to analyse the client’s financial, tax, and estate situation in order to provide tailored solutions in investment management, insurance, estate planning, and tax optimisation, aligned with the client’s short-, medium-, and long-term objectives.

Their scope of expertise extends well beyond the management of financial portfolios, such as securities accounts or life insurance policies.