Wealth Management Support
In working with wealth management companies and private banks in developing countries, AGM has identified a need from such clients (counterparties) for support in the retention of their top clients alongside revenue maximisation.
AGM has therefore developed a wealth management support service which it offers to institutions in order to support and enhance the relationship with their most wealthy clients.
Experienced AGM staff are available to introduce and attend meetings between counterparties and certified investment advisors or fund managers and counterparties and/or high net worth clients. Together we will take the client through a process which includes the following:
AGM does not aim to replace the existing relationship that the financial institution has with its high net worth client, but rather to support the existing relationship management. Remuneration is on a commission sharing basis.