The wealth management service is connected with making investment decisions and multiplying the capital accumulated by the customer. This is why it is inseparably connected with the risk management. How to minimise the risk and thus protect the wealth deposited by investors efficiently?
Contemporary banking develops in line with the technology development. Banking services are not limited only to receiving deposits and granting loans. What software is used by the banks to handle the transactions ordered by customers and provide support to the entrepreneurs?
Although the terms “wealth management” and “financial planning” refer to different aspects of financial advisory, they are mutually complementary. Such services are offered to individual customers e.g. by banks. What is wealth management and financial planning?
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