Wealth Management

Wealth / Asset Management consists of defining and implementing, in a close relationship with the client, strategies for organizing and managing the client’s assets in order to help him to achieve his long-term objectives. This requires experience, know-how, and above all a global vision of the client’s asset situation and his plans and projects.

This broad vision makes it possible to make the right choices. We do not rely on risk-return analysis alone, which, although fundamental to the choice of an investment, is generally not sufficient to make good long term wealth choices (these include the future and protection of the family, organization of future income, control of expenses, and the anticipation of professional changes over a lifetime).

As part of this management, decision-making tools are often used, such as dashboards, cash budgets and various simulations (such as retirement, marriage or divorce, aliyah, or professional change, for example).

The main stages

Analyse the client’s situation (audit of assets, advantages, constraints…)
Define with the client his objectives and prioritize them
Identify and implement long-term strategies
To carry out appropriate investments (financial, real estate or other) with a view to achieving the objectives
Monitor and readjust strategies and investments over time (depending on life events and changing market conditions)

JWM is at your side to help you organise your wealth at good conditions and invest in the right assets to achieve your goals. The use of specialist professionals is sometimes necessary and JWM supports you through these different stages in implementing your projects”.

Do not hesitate, make an appointment

And join us quickly to make the right choices to manage and increase your wealth.
You can also contact us by writing to o.mergui (at) jerusalem-wm.com.