10/31/2023 0 Comments School of life![]() ![]() The answers to those questions need to be considered in a way which ensures that both the wealth manager and client are able to apply proper thought to the broad range of issues which can impact the management of their family and financial affairs. ![]() To gain this understanding, a wider and deeper range of questions need to be posed than is often the case. Understanding the client’s emotional and personal values will enable us to provide a better quality of overall advice in the structuring of their financial affairs. ![]() In a world where there is a tendency for the wealth management industry to focus on financial and technical facts, we, at LGT Vestra, believe that understanding clients’ non financial values, thoughts and concerns are equally as important and should be at the forefront of clients’ discussions with wealth managers. Everyone has different motivations and priorities in life, all of which will have a bearing on their financial decisions.
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