Prior to that Magda also worked as a chef for a guesthouse in the English countryside. A category which included the larger well-established private banks and corporate financial services companies. Because valuation is a relative concept (one asset is only “worth” something when compared to the worth of other assets), the value of a wealth management firm is very much about context. Each context provides a perspective on the expected returns of an investment in a wealth management firm.


Blaine also assists in managing the individual fixed income portfolio within some of Annex’s more specialized portfolios. As a Financial Planning Specialist, Tom works with the Financial Planning Team, employing leading-edge technology to help create a financial plan tailored to a client’s risk tolerance, needs, and expectations. As Director of Client Engagement, Jackie is responsible for developing and strengthening client relationships in partnership with Wealth Managers to ensure that prospects and clients are engaged with us and Know The Difference. She will train and mentor Wealth Managers and maintain our strong growth and stability with clients as well as enhance the client experience through empowerment and education.

tart investment services

According to Indeed, the average salary for a wealth manager in the United States in 2022 was $79,395. Equity Our deep connects in the equity markets, coupled with our stringent in-house evaluation methodologies, enable us to spot alpha investment opportunities. Our customized services are complemented by our superior execution, robust investment policy framework, rigorous due diligence process with a strong emphasis on picking future winners. Founded in 1856 to fund the development of Switzerland’s rail system, it’s now another member of the bulge bracket.