Make sure you understand the wealth management process and what your adviser is trying to achieve for you. Take an active part in the decision-making and make it known if you disagree with any recommendations. You are likely to delegate many of the subsequent actions to your lead adviser and other professionals, such as constructing and managing your investment portfolio, or tax structuring.
The PAM Directory is a comprehensive guide on comparative data focusing on asset managers, investment managers, private banks, stockbrokers, wealth managers and multi-family offices, who provide discretionary and/or advisory portfolio management services for private clients.
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