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Home > Wealth Management - What's in it for me?

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Wealth Management - What's in it for me?

04 Aug 2015

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Wealth Management is generally perceived as the offering of private banking services and investment advice to wealthy individuals and their families. However, it is much more than that. Aldo Scardino, Bank of Valletta’s Executive Head for Wealth Management stresses that the key to wealth management is the relationship with the client.

Wealth Management is intrinsically about the management of close relationships with the clients focused on the growth and preservation of their wealth over time. Indeed, these relationships are carried across generations with many of our longstanding clients introducing Bank of Valletta to their children so that we can help them grow their own investments with a view of absorbing their future bequests.

Managing a relationship starts with the profiling of the client in order to be able to match appropriate investment vehicles that are adequate for the individual, his circumstances and objectives. All this is a result of a disciplined and rigorous research process, structuring appropriate and suitable investment proposals and their prompt execution in the market, whilst monitoring investments and the safekeeping of assets.

Bank of Valletta’s ethos is ‘Know your client’, and this principle is the cornerstone for the team at Wealth Management. Only by nurturing a sound working relationship with our clients we can guarantee a truly personalised service that is unique for every client. Our aim is to build a tailor-made portfolio of investments that fits our clients’ financial needs, objectives and risk tolerance. This can only be achieved when the financial advisor spends time and effort to get to know the client and manage the portfolio and the relationship. Meeting the clients regularly helps us understand the level of risk sought, the duration of the investment, income goals and any other factors deemed important for the investment relationship to succeed.

Furthermore, our advisors do not work in silos, but have the support of a thoroughly dedicated research team. This team provides advisors with up-to-date information about the financial markets and the various investment options and trading strategies. Thus, we can ensure that our advice is not only customised to the individual client, but is also based on an in-depth understanding of the prevailing market scenario. The BOV Wealth Management outfit forms part of the largest financial services organisation in Malta, the origins of which date back to 1809, and to this very date is one of the major drivers of the Maltese economy. We offer the full suite of financial services including personal and private banking, investment management and fiduciary services. Thus, we are in a position to help our clients take charge of, and safeguard their financial future throughout generations.

At Bank of Valletta, we take pride in being the Bank of choice for our market, including in the area of Wealth Management. This requires constant investment in our people and in our capabilities in order to be able to advise on, trade, settle, monitor and keep custody of investment instruments and products efficiently and effectively for our customers.