A wealth management advisor or wealth manager is a type of financial advisor who utilizes the spectrum of financial disciplines available, such as financial and investment advice, to manage an affluent client’s wealth for one set fee. Wealth management practices differ depending on the nation, such as if you are in the United States versus Canada.
Our clients are seeking deep and lasting strategic and operational improvement on growth and performance. We provide counsel on issues in strategy, organization, earnings improvement, IT and operations, and sales and marketing. We also partner with clients to develop sound observations about the future state of the industry, and to make strong strategic choices that will enable them to adapt and thrive in a changing market.
Our collaborative and fact-based approach relies on deep proprietary research that spans all institutional and retail segments, asset classes (for example, alternatives) and products, such as exchange traded funds and outcome-oriented funds. Our proprietary tools provide unique insights into the flows, assets, and economics of each of the sub-segments of these markets and into the preferences and behaviors of consumers, investors, and intermediaries.
In year 2020
Take profit ratio