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What does Wealth Management offer to the customers?
What does Wealth Management offer to the customers?
What does Wealth Management offer to the customers?
Wealth Management is an individually-designed process, a personalized service not a
product. It is built on professionalism, trust and long term relationship. The
most central part of Wealth Management services is the relationship between the
service provider and the individual investor. The financial advisor takes the
time to get to know the individual using a structured approach. This is
achieved by asking questions and listening carefully to the clients requirement
and objectives. During the planning process and fact finding exercise, the
financial advisor helps the customer articulate his/her objectives and needs
which can help the advisor to recommend the commensurate investment strategy
for achieving them.

The agreed investment strategy becomes the blue print for structuring the
portfolio. Subsequently, the preservation of the capital and achieving the right
return, whether income or growth, becomes the priority. The commitment of the
financial advisor is solely to focus on the client needs and proactively
provide financial advice. Whether the investor is interested in planning for
retirement, children school fees, preserving of the assets for future
generations, or just receiving financial assistance, Wealth Management
financial advisors are dedicated to achieving the clients’ goals. On going
communication with the customers and prudent investment decisions are
fundamental for a long term relationship.
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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).