Elara Wealth

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WHY WEALTH
MANAGEMENT

Investment advisors sell specific products while wealth managers promote financial solutions.

Wealth management is leapfrogging in sophistication and scope, new areas of investment, new sectors, new products and new opportunities to multiply wealth, almost on a daily basis. While the wealth management landscape changes at an accelerated pace, what has not changed is that trust remains paramount in the business.

At Elara, trust is key. Every decision and every process is guided by the best interests of our client. It is this integrity coupled with a strong protection of personal, confidential information, and our deep knowledge of the investment landscape that continue to win us the trust of our clients.

Wealth Management is witnessing exponential growth around the world. It's more than just an investment advice. It is a high level professional service which encompasses all parts of a person's financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs.

Along with wealth preservation and growth, wealth management also encompasses services such as estate planning, retirement planning and tax planning, among others.

Wealth Management is not restricted to HNWIs.
Institutions and organisations wanting to meet their financial objectives or aiming for M&As are opting for professional wealth management services and many WM companies have trained experts in such domains.

THE WM PERFORMANCE
DASHBOARD

HNWI in Asia Pacific saw the
performance of their investment held
with wealth managers soar by about
33% in 2016. In India, too,
professional wealth management is
on a sustained growth, and assets
under wealth management have
posted encouraging returns.

HNWI in Asia Pacific saw the performance of their investment held with wealth managers soar by about 33% in 2016. In India, too, professional wealth management is on a sustained growth, and assets under wealth management have posted encouraging returns.

PERFORMANCE OF HNWI FINANCIAL ASSETS INVESTED
WITH WEALTH MANAGEMENT FIRMS, Q2 2017

PERFORMANCE OF HNWI FINANCIAL ASSETS INVESTED WITH WEALTH MANAGEMENT FIRMS, Q2 2017

33.0%
24.6%
15.3%
44.2%
37.1%
36.9%
35.8%
24.4%
20.9%
18.2%

SOURCE

Elara Capital is the exclusive Asian member of the International Association of Investment Bankers (IAIB)

IAIB network helps to offer worldwide access to providers of capital, advisory services & acquirers, sellers of business and provides added value to our clients beyond what is typically offered by purely domestic advisors.