Our Process
At Oliver Asset Management we want to ensure that all customers understand how our process works from the outset.
To implement your Wealth Management Plan it is important that you are clear on the work we will carry out for you at each stage and the timescales within which you can expect us to fully complete the process.
This process is a mutual commitment between Oliver Asset Management and the client as we work together at each stage to ensure the timescales are met and all the required information is processed to efficiently implement your plan.
The creation of your Wealth Management Plan follows 4 distinct initial phases which you can see detailed here/in the diagram below. Following on from these initial phases you can then expect Regular Progress Meetings to allow us to carry out Advanced Planning on your behalf with our dedicated team of experts.
If you would like to find out more and see how a Wealth Management plan could work for you please get in touch.
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.
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
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.
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.
Wealth Management Experience
Click to Enlarge
