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What is Financial Planning and Wealth Management?
What is Financial Planning and Wealth Management?
What is Financial Planning and Wealth Management?
Financial planning is the process of meeting the individual’s life goals and objectives though the proper management of finances. It is important that each and every individual has a financial plan designed to meet his/her present and future financial goals.  Through a structured and personalised financial plan the individual will be in a better position to understand and control his/her finances.
The hard earned money and the wealth which an individual saves over time is often a considerable part of the individual’s legacy and so it needs proper attention. A well thought out integrated financial plan provides the foundation for developing and implementing tailored wealth management solutions. Whereas financial planning can be helpful for individuals who have accumulated wealth or just starting to save some money, the individual must already have accumulated substantial amount of wealth to benefit from the more sophisticated Wealth Management Services. In this respect, Wealth Management is classified as an advanced type of Financial Planning that provides individuals, families and even corporate bodies with exclusive private banking, investment advice, portfolio management, and trustee service.
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Bank of Valletta p.l.c. is a public limited company regulated by the MFSA and is licensed to carry out the business of banking and investment services in terms of the Banking Act (Cap. 371 of the Laws of Malta) and the Investment Services Act (Cap.370. of the Laws of Malta).