When working as a Wealth Manager, it is not enough anymore just to be a good portfolio manager.
Clients see their Wealth Manager as everything from a life coach and lifestyle planning expert to a financial services concierge and relationship manager. This diverse set of roles requires a holistic menu of products and services to aptly meet clients’ needs.
Managing wealth has become more personal and complex as the world and our choices have become more complicated. Retiring, starting a new job, budgeting and education are the most common life events clients need help navigating.
In today’s complex world it is harder to sift through the mountain of information to find what you need to know, and the real options open to you. It is also difficult to spot a poor investment masquerading as great one, but a good Wealth Manager will help you weed them out.
By considering a range of real-life situations, in this Webinar Ian Black, AAM Director of Global Wealth Structuring, will show how working with a Wealth Manager can give you peace of mind throughout your financial journey.
This webinar is cancelled.
About the speaker
Ian Black, Director of Global Wealth Structuring, AAM Advisory
Ian is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute’s Personal Finance Society. He benefits from over 26 years’ experience and is one of the profession’s leading technical experts on offshore insurance-based planning.
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The views expressed in this webinar are those of the speakers and do not necessarily reflect the views of AAM Advisory Pte Ltd.
This should not be construed as an offer, solicitation of an offer, or a recommendation to transact in any products mentioned herein. The information does not take into account the specific investment objectives, financial situation or particular needs of any person. Advice should be sought from a licensed financial adviser as this is meant for information purposes only. It may not be published, circulated, reproduced or distributed in whole or part to any other person without prior consent of AAM.
Whilst we have taken all reasonable care to ensure that the information contained in this webinar is not untrue or misleading at the time of publication, we cannot guarantee its accuracy or completeness. Any opinion or estimate contained in this webinar is subject to change without notice. AAM Advisory Pte Ltd is licensed by the Monetary Authority of Singapore, FA Licence no. 100032.