Global Reach with a Local Feel

​Wealth Management is neither a new industry or business, at the same time it is not a whole new skill set. Wealth has existed for generations and yet we hear in the media time and time again that families often start to see wealth diminish from the third generation. Clearly it is not so in every instance. Whether its accurate or not the key point however is that there is a need to ensure continuity. The question is how to do it and where to turn for that help.
 
World Wide Wealth Management is here to address that key question as and when you are ready to engage with us. We have Global Reach yet we don’t carry huge overhead as we utilize modern technology and travel in an organized manner to meet face to face with clients.
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Many Wealth Management Firms are simply there to market Investments, Stocks, Shares and Policies. That is absolutely not our business model. What we do is follow these simple but vital steps:
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  • Listen – we listen to what clients want to achieve, not all know what they want
  • Question – we raise questions about the intentions, preferences and goals of the client
  • Research – where required, we will research for options to meet, match or exceed client requirements
  • Suggest – we will make our suggestions and recommendations and quantify and validate as required
  • Agree – with the client, we determine their choices and plan and implement
  • Deliver – we work with clients and any third parties to deliver what is required and deal with any issues
  • Monitor – we monitor the ongoing delivery, implementation, status and results
  • Review – we undertake timely reviews with clients and make adjustments as required
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​Our Fee Models are entirely flexible and we discuss these with individual clients:
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  1. For a discussion with one of Founders and Key Partners please email to us your preferred contact details or that of your executive assistants
  2. Suggest dates and times with time zones when you would like to talk
  3. Set an agenda of the key points you wish to cover in the first contact by phone
 
When you join our world … the reality is you will never want to leave, of course, that choice is yours

Your Family

We can work directly with you or the key members of your executive team as you prefer.
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Your Business & Work

Years of corporate hospitality service means we are at home working with you and maintaining vital confidences.
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Your Lifestyle

Concierge can always book your parties but we create the exceptional, you then focus on entertaining and enjoyment.
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Your Future

​You brief us on what the future holds, we ensure the delivery and that it is discrete, quality and value for money.
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