What is discretionary wealth management?
Similar to discretionary services, discretionary wealth management refers to a service provided by financial professionals or wealth managers who have the authority to make investment decisions and manage a client’s wealth on their behalf.
In discretionary wealth management, clients entrust their investment portfolio and financial decisions to a dedicated wealth manager who has the expertise and knowledge to make investment choices aligned with the client’s financial goals and risk tolerance.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
