CAPITAL CORP. SYDNEY

73 Ocean Street, New South Wales 2000, SYDNEY

Contact Person: Callum S Ansell
E: callum.aus@capital.com
P: (02) 8252 5319

WILD KEY CAPITAL

22 Guild Street, NW8 2UP,
LONDON

Contact Person: Matilda O Dunn
E: matilda.uk@capital.com
P: 070 8652 7276

LECHMERE CAPITAL

Genslerstraße 9, Berlin Schöneberg 10829, BERLIN

Contact Person: Thorsten S Kohl
E: thorsten.bl@capital.com
P: 030 62 91 92

Wealth management

Wealth management

Wealth management is a professional service that brings together more services for a single fixed fee. Services include financial and investment advice, accounting and tax services, retirement planning, legal or estate planning.

A wealth manager will manage all these aspects and will collaborate with the client’s attorney, accountants and insurance agents to provide the highest quality services.

Hiring a wealth manager offers a holistic approach upon finances, investments and the individual’s current and future needs.

A wealth manager acts as a consultant and guides the client to reach the best decisions.

A wealth manager will develop a personalized plan for the client to maintain and increase wealth. The plan is built on the current financial situation of the client, considering his goals and appetite risk. After the plan has been implemented, the wealth manager will continue updating it, reviewing it and rebalancing it, while keeping an eye on future investment and possible other additional services, to maintain and increase the client’s wealth.