Private Wealth Management

Everything a High Net Worth Person Needs to Know

"... this is truly a massive work. It looks like the synthesis of a lifetime’s experience. It represents a humongous effort not just in collecting, databasing and organising the material, but in turning that into a book….and then there is the checking and proof reading and re-checking which I know from experience is a massive task. Well done to both of you. I’m really impressed." (RB ,2021)

The book is a complete brief to the high net worth individual as regards alternatives, how to decide between them and then how to use simple routines to keep wealth running effectively. Managing your wealth is a simple discipline, not a chance endeavour. Investors, in times of plenty, tend to search for easy and comfortable solutions and in times of crises look for magic solutions. The feedback we get via the service offered to private clients has confirmed to us that knowledge and engagement are key to an easy wealth management life in both scenarios. The best result is a confident, calm and proactive individual who knows what he or she will achieve.

One client comment was

"I got the same feeling from our meeting as you do at a very good restaurant - one of calm and confidence and being looked after." GD, Switzerland

The results may look, at times, to be delivered effortlessly, but that is due to the hours of preparation. We do believe that just as we need to prepare to do our job with clients, clients equally need to prepare and to understand the economic world in which their money operates. As a reward for this understanding, we estimate that a high net worth individual with £1m portfolio will be able to spend £10,000 to £20,000 p.a. more in their retirement years.

This book familiarises the reader with money concepts, why they matter and how to search for bespoke solutions. "Can we aim just for the highest return possible and ignore the risk that comes with it?", "What is asset management and does it make a difference?", "Why is everyone in funds, is it that scary to buy direct?" are some of the questions you will find an answer to.

Private Wealth Management will introduce you to a way of managing your finances, which is structured, organised and if you follow through will deliver a stress free financial future for your endeavours.

To buy - write to support@iwm.eu.com. Please include your full delivery address.

Hardcopy priced at £35 plus postage. Digital copy priced at £25. (For 2022 UK mainland postage rate is £5, Europe rate is £12.) Postage rates can be updated. We can post worldwide. For postage charges outside of Europe, let us know where you are. Email us for an invoice and for us to arrange for a speedy dispatch.