Managing financial wealth is a big responsibility. Wealth managers are not only tasked with managing the wealth of other people, but are also responsible for increasing it through intelligent investments. Doing otherwise would result in financial losses for the client, a loss in reputation for the wealth managers.
That is why it is considered an impressive feat to be named one of the top wealth managers in the world. Yes, there are investment management software available today that could help grow your wealth. You can check this site out for that.
In this article, however, we would like to take a brief look at some of the top wealth managers in the world and their impressive resumes to help you determine what to look for in a wealth manager:
- Plante Moran Financial Advisors
One good indicator of an excellent wealth manager is client referral. If its current clients are referring new clients to it, this is a sign of trust and goodwill. As one of the top financial advisors according to Forbes magazine, Plante Moran Financial Advisors has a client base that is growing due to referrals from current clients and partners. Offering a comprehensive range of financial products and services, the financial firm is capable of providing clients with a complete suite of solutions to help them grow their wealth, from income tax planning to estate planning. The firm accommodates clients with a truly dedicated approach, which in turn makes clients feel at ease and confident that their resources are in good hands.
- HighTower Advisors
When affluent clients can trust you with an accumulated amount of $20.6 billion in wealth, you know you’re doing something right. That’s the sum of the portfolio handled by HighTower Advisors as of 2015. Considered as one of the top wealth managers in the world, the firm has risen to the top of the food chain by putting the interests of clients first and foremost. By diversifying investments across different channels, including bonds, mutual funds, real estate investment trusts, hedged funds, and private equities, the firm has been able to grow the trust and wealth of its partners. Founded only in 2008, it has raced ahead of the competition by placing a premium on transparency and accountability.
- Chevy Chase Trust
Chevy Chase Trust has earned the number one spot on Forbes’ list of top wealth managers in the world by ratcheting up the value of its asset management portfolio by 17 per cent from 2014 to 2015, sending its total to a whopping $21.2 billion. The secret to their success? Equal dedicated, high-profile treatment to all partners, from the highest net-worth clients to the $3 million minimum investors. Comprising an impressive team of top lawyers, financial advisors, tax specialists, and accountants, the firm services its clients with an unwavering dedication to doing everything in-house. That is how it builds trust in a market where trust is invaluable.