Global Wealth Management refers to the professional service of managing an individual's or institution's financial assets across international borders. It encompasses investment strategies, estate planning, tax optimization, and risk management, tailored to meet the unique needs of clients. This service is often provided by financial institutions, such as banks and investment firms, that have expertise in various markets.
Clients of Global Wealth Management typically include high-net-worth individuals, families, and corporations seeking to grow and protect their wealth. The goal is to create a comprehensive financial plan that aligns with the client's long-term objectives while navigating the complexities of global finance and regulations.