Wealth Management in Ireland
Wealth Management in Ireland
Updated on Friday 17th March 2017 Rate this article
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Wealth manager in Ireland
Wealth management services are provided by managers, who will offer their financial input in accordance with the client’s needs and current financial situation. The wealth manager will set up a plan which will increase the fortune of the client. The client will meet with the wealth manager on a regularly basis to establish new financial goals or to review various aspects of the management plan.
The wealth manager is a person who can offer a financial approach that takes into account legal, financial or tax advice; our law firm in Ireland can provide you with further information on this matter.
Wealth management services in Ireland
Wealth management services can be provided for a wide range of financial assets, belonging to both natural persons and legal entities. As such, the wealth managers in Ireland can provide you with the following services:
• financial planning refers to the ways in which a person can protect his or her money, which can be invested in retirement plans, savings for the children’s education and many others;
• the pension fund can be accessed by a person according to the contract he or she signed; as a general rule, persons investing for a longer time in a pension fund will benefit of more financial growth;
• the investment portfolio management, created for investing in an investment fund, is a service to which both individuals and companies can participate;
• investment banking services.
If you need further information on the wealth management services in Ireland, please contact our Irish law firm for legal representation.