Wealth International - Black River

Wealth International Financial Planning offers a professional intermediary service with access to a panel of top discretionary investment managers for both bespoke and model portfolios. This service takes a holistic approach to financial planning combined with manager analysis to provide an individualized mandate. Discretionary services involve allowing the investment managers to exercise their expertise and discretion in meeting the investment mandate. Professional wealth management services offer a clear presentation and management structure tailored to the entity's needs and risk profile, including access to investment research and expertise, their own administration and consultancy team, ongoing, flexible, and strategic financial planning advice, quarterly valuation and reporting,  

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consolidation when necessary, and annual or half-yearly reviews as well as risk profile updates with third-party impartial data.