Tag: Investment Management

Choosing the Right Private Wealth Management Firm for Your Financial Future

Guest Author
personal wealth manager

Key Takeaways: Define clear financial goals using the SMART criteria to guide your wealth management strategy. Assess your risk tolerance to inform your investment strategy—whether conservative, moderate, or aggressive. Conduct a comprehensive review of your current financial situation to identify strengths and gaps. Investment management should align your portfolio with financial goals while considering risk tolerance. Utilize tax planning strategies to minimize liabilities and maximize wealth accumulation. Engage in thorough estate planning to ensure your legacy and wishes are honored. Evaluate firms based on credentials, experience, and client-centric approaches to…

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Unlocking Financial Freedom Through Private Wealth Management: The Ultimate Guide

Guest Author
Private Wealth Management

Key Takeaways: Private Wealth Management (PWM) provides tailored financial solutions for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). PWM protects and grows wealth by considering investment management, estate planning, tax efficiency, and retirement strategies. Financial advisors are crucial for navigating personal finance and crafting individualized financial plans based on clients’ goals. Understanding key terms like asset allocation, diversification, liquidity, estate planning, and tax efficiency is essential for effective wealth management. Diversification minimizes risk by spreading investments across various asset classes and geographical areas. Risk tolerance assessments help align investment strategies…

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Lombard International’s US CEO, Michael Gordon, appointed Group Chief Operating Officer

PR Article
insurance news

Philadelphia/New York, — June 2020 – Lombard International Group, the global leader in wealth and succession planning solutions for high net worth individuals, families and institutions, announces the appointment of Michael Gordon as Group Chief Operating Officer (COO), in addition to his existing role of Chief Executive of the US business. The role of Group COO is newly created and includes the Global Office of Technology and Transformation. Following Stuart Parkinson’s appointment as Lombard International Group’s Chief Executive Officer (CEO) on 1 April 2020, Mr. Gordon’s appointment builds upon a…

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