What is Wealth Management and Why Do You Need It? - PowerPoint PPT Presentation

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What is Wealth Management and Why Do You Need It?

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Private wealth management is a form of investment consulting practice that caters to the needs of high-net-worth individuals. To handle large sums of capital in a holistic manner, the service encompasses a broad variety of resources, such as investment management, financial planning, and legal accounting. High-net-worth individuals, companies, and small institutions work with private wealth managers to expand and secure their investments for the future. – PowerPoint PPT presentation

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Title: What is Wealth Management and Why Do You Need It?

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