Wealth Management Service Offering

Wealth Management Service Offering

In this video, Faisal will talk about the services that wealth management professionals offer their clients, such as trade brokerage, investment advice, discretionary portfolio management, and the use of investment vehicles such as pensions and trusts. He will also explain the extremely demanding regulatory environment in which these services are provided that requires wealth managers to always ensure the services provided are suitable and appropriate for their clients.

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