Wealth Alliance Launch Bespoke Asia Pacific Retail Wealth Management Division

To mark a decade in business, Wealth Alliance has launched a dedicated Retail Wealth Management Division to service the ever increasing demand that has come through referrals of existing clients.
By: Wealth Alliance
 
CENTRAL DISTRICT, Hong Kong - July 14, 2016 - PRLog -- Founded on the 30th June 2006, Wealth Alliance's inception was driven to service the wealth management needs of HNW's (High Net Worth) Individuals, families and institutions.

As time has gone by and our reputation has grown, the need has arisen to provide our services to retail investors globally. This demand has become so prevalent that the decision was made during early 2015 to launch this new division on the 10th anniversary of successfully being in business.

Daniel Trueman, Lead Advisor for Asia Pacific stated,"After cutting my teeth in the United States during my formative years has given me the necessary insight into the private wealth management industry to lead the team into the relatively untouched market places such as Australia and New Zealand. It is important to note that there is a clear distiction between stockbrokers and wealth managers. Brokers provide recommendations and the facility to execute the trades, and do not get me wrong I cut my teeth in this arena however, as wealth advisors we have a legal obligation to always act in the best interests of our clients. Additionally being wholly owned gives my the team the ability to service clients in a way that has traditionally been the reserve of the banks, institutions and wealthy since our industries inception after the second word war."

He added,"This is Wealth Alliance's latest venture is an organic extension of our existing and successful business model. With the provisions that are in place for the private retail individuals retirement changing with the windglobally, it is our aim to provide a solid and efficient alternative which will allow individuals to secure a brighter, safer financial future."

If you have any questions regarding this article or would like to establish how Wealth Alliance can assist you in securing a brighter financial future then simply get in touch and arrange a convenient time to speak to one of the team.

https://wealthallianceltd.com

Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.

WA is a trade name and registered trademark of Wealth Alliance, a Hong Kong based company, which operates through subsidiaries worldwide.

Copyright © Wealth Alliance 2016. All rights reserved.

Contact
George Adams
***@wealthallianceltd.com
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Source:Wealth Alliance
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Tags:Wealth Management, Investment, Retirement
Industry:Investment
Location:Central District - Hong Kong Island - Hong Kong
Subject:Companies
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Page Updated Last on: Jul 14, 2016
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