Wealth International

Company profile

Wealth International company profile

Wealth International Financial Planning's professional intermediary service provides a panel of top discretionary investment managers and runs both bespoke and model portfolios. The service from wealth financial planning incorporates a holistic financial planning approach combined with manager analysis to provide a tailored approach to your specific mandate. A discretionary service means giving the investment managers the authority to use their discretion and expertise in following their investment mandate. Professional wealth management services give clear presentation and management structure, tailored to the entity-specific needs and risk profile, access to investment research and expertise, access to their own administration and consultancy team, on-going, flexible, and strategic financial planning advice, quarterly valuation and reporting and consolidation where required, annual or half-yearly reviews and risk profile updates using third party impartial data.