Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Simply put, asset management firms manage funds for individuals and companies. They make well-timed investment decisions on behalf of their clients to grow their finances and portfolio. Jenny was an intern at Annex where her primary role was supporting the financial planning team.
Wealth management solutions include preserving, accumulating, or transferring wealth. RBC Wealth Management global assets under administration as of July 31, 2022. As an RBC Wealth Management client, you can benefit from the financial stability and strength of a truly global institution. Our firm is built on a heritage of integrity and unwavering client dedication. We recommend that you read thisguide on improving portfolio performanceif you have $5 million to $500 million in investible assets.
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Our full range of funds is one way we’re helping more investors build solid financial futures. Consumers are more likely to seek a wealth relationship after a major life experience, such as a marriage, promotion, divorce, or the loss of a loved one. Women often experience greater financial impacts from divorce or separation than men and are twice as likely as men to cite divorce as the reason for opening a new investment account.
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The objectives of wealth management will vary depending on the investor. Each client’s needs and situation are different, and good wealth advisors will tailor their advice accordingly. Firstrepublic.com provides information to clients about their accounts and financial services by First Republic Bank and its affiliates.
Circle of Services
MARI joined our Mauritius office in October 2020 and has been implementing and setting up the new payroll infrastructure for Brenthurst Wealth Management. Iniel joined Brenthurst Wealth in 2020 after practicing law for six years, specialising in complex corporate and commercial related matters. JEANIQUE joined Brenthurst Wealth in February 2019 as an Assistant Financial Adviser under the direct supervision of Johan Burger, in the Pretoria office. Johan initially gained experience at Interdynamics an Australian Risk Analyst Company.