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What are the advantages of being a client at Wealth Management?
What are the advantages of being a client at Wealth Management?
What are the advantages of being a client at Wealth Management?
Many financial institutions offer Wealth Management services to their more affluent
customers. The service is personalized and unique for each customer. The aim is
to build a tailor made portfolio of investments to best suit to customer’s
financial needs, objectives and risk tolerance. This can only be accomplished
by the financial advisor spending time getting to know the customer to determine
the clients needs and objectives. Whether opting for individual bonds,
equities, funds or structured products, the investments recommended are
thoroughly researched by the advisor and the institution.
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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).