Wealth Management is an investment advisory discipline, which incorporates Financial Planning, Investment Portfolio Management and a number of aggregated financial services. At Rosan Helmsley we categorise our Wealth Management clients as those who have at least £1 million invested through the firm. Inevitably, the Wealth Management service involves working closely with clients’ other professional advisors, typically lawyers and accountants.
The advice may involve both onshore and offshore investments, occasionally structured products and hedge fund investments (to manage risk) and trust planning. Wealth Management advice requires a highly diversified skill set involving many elements of investment and financial planning.
At Rosan Helmsley advisors looking after Wealth Management clients must have attained the Chartered Financial Planner status. The Chartered Insurance Institute’s (CII) title ‘Chartered Financial Planner’ is a widely accepted gold standard qualification for professional financial planners and financial advisors in the United Kingdom. The titles of Chartered Financial Planner and Chartered Financial Planners were granted by the Chartered Insurance Institute (CII).
The Privy Council authorised the CII to issue the Chartered title in 2005, thus a Chartered Financial Planner now carries comparable qualifications as other established professions such as Chartered Accountants and Chartered Surveyors. Membership of the Personal Finance Society, the leading professional body for financial planners, is required to be able to use the professional designation Chartered Financial Planner.
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