Private wealth management
The complex financial issues of ultra high net worth individuals and families require highly specialized resources and a deep understanding of the concerns associated with significant wealth. To help our clients address these issues, Private Wealth Management combines the vast resources of a global financial leader with the tailored services of an exclusive wealth management boutique.
Private Wealth Management (PWM) involves the management of assets of high net worth individuals (HNWI) or accredited investors. Private wealth managers create a close working relationship with wealthy clients to understand their financial needs and to help build a portfolio that achieves the client’s financial goals. They provide a range of services, including portfolio management, estate planning, mortgage planning, asset protection, tax management, and other financial services.
Private wealth management services are provided by large corporate entities, independent financial advisors, and portfolio managers who specialize in working with wealthy private clients. We understand our clients' aspirations and we're as devoted to their goals as they are.
- Wealth Analytics & Solutions
- Manager Selection & Portfolio Construction
- Trust Services
- Personalized Estate & Financial Planning
- Philanthropy Management
- Lifestyle Advisory
- Single Family Office Advisory
- Family Governance & Legacy
- Insurance Solutions
- Technical Insights
- Cash Management & Lending
Institutional Wealth Services
Helping organizations maximize institutional assets and employee financial benefits. Our Institutional Advisory Services works closely with corporate, governmental to develop creative and integrated solutions to meet their varied asset management and asset servicing needs.
These solutions include an expansive menu of innovative investment strategies designed to meet customized goals and objectives as well as asset-related solutions that include custody and administrative services. We have a proud history of working with UAE and global clients.
What we offer
Providing institutions access to investment consulting, cash management consulting, and equity plan administration and services.
Helping employees prepare for their financial future while addressing current needs with a corporate financial wellness program.
Celebrity Special Program
Meeting your needs at every life stage
You have that something extra, the star quality, the intangibles that put you on top in fiercely competitive industries. You already have the vision but you may need the plan. Your distinct needs inspired the creation of World investment group celebrity special program.
Creating customized wealth strategies for every aspect of your financial life.
Players, Performers, Creators have distinct financial profiles.
Translating our understanding to actionable financial strategy
Putting the resources of World investment group to work for you.
Helping you achieve your goals for greater success.
Helping you plan for an uncertain future with a variety of products for managing risk.