PAM Guide to Wealth Management

Gathering client data

The next step is to accumulate information on your personal and financial affairs.

Personal information will include your age, the age of your spouse, how many children you have, when you plan to retire, as well as information to help to estimate your life expectancy. Financial information will include data on your income, existing investment portfolio, savings, other assets and liabilities, including everyday expenditure and long-term commitments, such as school fees. Investments should be broken down into asset classes, so that projections for future returns can be made. You should also include insurance in this analysis, notably whether you have cover for loss of income and critical illness.

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The PAM Directory is a comprehensive guide on comparative data focusing on asset managers, investment managers, private banks, stockbrokers, wealth managers and multi-family offices, who provide discretionary and/or advisory portfolio management services for private clients.

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