FAQ

What is the difference between asset management and wealth management?

Asset management is simply the management of your assets, which include stocks, bonds, mutual funds, real estate, and cash. Its goal is to increase your investment returns. It is widely available and widely used by everyone, including businesses. Compensation terms are usually commission-based for the product sales.

Wealth management, on the other hand, is similar to asset management but has a wider focus. It addresses all financial aspects of clients, including taxation, estate planning, retirement planning, and legacy issues. It manages an individual’s or family’s overall financial situation, maximizing and protecting their wealth. Wealth management is popular among high net worths. Compensation terms are retainer fee-based along with a fee for an asset under management.

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