From Strategy to Execution: How Institutional Managers Drive Returns

Wealth managers and financial advisors both guide clients in managing money, but their roles differ in scope and focus. A financial advisor typically helps with specific goals like retirement planning, investment strategies, insurance, or tax-saving options. Their advice is often tailored to individuals at various income levels. Wealth managers, on the other hand, serve high-net-worth clients, offering a more comprehensive approach that includes estate planning, tax optimization, investment management, and succession planning. While financial advisors address particular financial needs, wealth managers provide holistic strategies for preserving and growing substantial wealth, ensuring long-term financial security across generations.