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WM – Wealth Management

We believe Wealth Management is greater than the sum of its parts. Practiced together, Investment consulting, advanced planning and relationship management can address the full spectrum of your financial needs.

Affluent clients turn to Oliver Asset Management for advice on wealth preservation, wealth enhancement, tax mitigation, charitable giving and planning for the future. Our comprehensive wealth management service is based upon understanding your priorities, both now and in the years to come.

 
 
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Investment Consulting

Investment consulting (IC) is the astute management of investments over time to help achieve financial goals.

It requires advisors to deeply understand their clients’ most important challenges and then to design an investment plan that takes their clients’ time horizons and tolerance for risk into account and that describes an approach that will maximise clients’ probability of achieving their goals.

It also requires advisors to monitor both their clients’ portfolios and their financial lives over time so that they can make adjustments to the investment plan as needed.

Please see our section on Our Process for more details on the key considerations

 
 
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Advanced Planning

Advanced planning (AP) goes beyond investments to look at all the other aspects that are important to your financial life. We break it down into four parts: wealth enhancement, wealth transfer, wealth protection and charitable giving. In our experience, very few financial advisors offer these services.

 
 
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Relationship Management

Relationship management (RM) is the final element. True wealth managers are focused on building relationships within three groups.

The first and most obvious group is their clients. To address their clients’ needs effectively, they must foster solid, trusted relationships with them.

Second, wealth managers must manage a network of financial professionals—experts they can call in to address specific client needs. Finally, wealth managers must be able to work effectively with their clients’ other professional advisors, such as their solicitors and accountants.

 

THE WEALTH MANAGEMENT EXPERIENCE

We work with successful, professional, financially astute clients and their families.

We understand how hard you have had to work to build your wealth.

Preserving what you've created, growing it, minimising the impact of tax and costs
and then passing it on to the right people is our primary focus.

OLIVER ASSET MANAGEMENT - Delivering Excellence

Copyright © 2011 Oliver Asset Management, Suite 9, Ground Floor, Stuart House, Eskmills, Musselburgh EH21 7PB

Oliver Asset Management is authorised and regulated by the Financial Services Authority. FSA Registration No: 430603