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Wealth Management: Find the best fit

By 14 November, 2016

Grow your wealth

According to the World Wealth Report compiled by consulting firm Capgemini, the global wealth of high-net-worth individuals (HNWI) is projected to nearly triple and surpass US$100 trillion (S$139 trillion) by 2025. What’s more, Asia Pacific is likely to continue being a dominant force over the next decade, representing two-fifths of the world’s HNWI wealth — that’s more than that of Europe, Latin America, the Middle East and Africa combined.

Couple that with high technology adoption rates in Asia, it’s no surprise that the wealth management industry has been constantly shifting its focus to digital platforms. This bold move has allowed companies to not just maintain relationships and learn about their clients’ behaviours online, but to also attract new clients.

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One such platform with a growing presence in Asia is WEALTH, a fin-tech company that specialises in matching individuals to the right wealth managers. Boasting partnerships with over 50 professional institutions worldwide, WEALTH offers users tailored access to professionals who’ll best match their needs.

In partnership with WEALTH, we bring the award-winning innovative matching service to your virtual doorstep. Simply fill in the questionnaire (it takes only about 3 minutes), and WEALTH will identify the top firms that best meet your needs, along with the right advisors within the firms.

From there, it’ll be up to you to decide whom you’d like to go with. Of course, the WEALTH team is on hand to offer ample advice, before you decide to go ahead with an introductory meeting.

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