Wealth Management

The term wealth management refers to a combination of several different services provided by the banking sector.

In a broad sense of the term, wealth management reaches far beyond basic financial consulting or asset management and incorporates many more services including tax consultation, insurance and real estate solutions, retirement planning and estate planning.

In many cases, clients place control of their entire fortune into the hands of their wealth manager. The term “wealth management” is not as widely used among private wealth managers as it is by banks, but in both circles it denotes the same suite of services.

More information:
Private banking
Wealth management services explained

Expert Benjamin Manz
Benjamin Manz is CEO of moneyland.ch and an independent expert on banking and finance.
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