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Analysen 18.11.2022

Wealth planning is all about knowing your client

Wealth planning is all about knowing your client

Catch our podcast featuring two of our Luxembourg colleagues discussing the skills needed for the job of wealth planner and the exciting challenges and highlights of their day-to-day.


In this new podcast episode, presented by our Luxembourg-based subject-matter experts Emilia Weijola, Senior Wealth Planner, and Mikko Barlund, Senior Relationship Manager, we explore the role and priorities of wealth planning before deep-diving into regional and cross-border activities and challenges.  

Key take-aways:

  • The most important quality for a wealth planner is knowing their client, their situation and their wishes. This requires a good and open relationship where the client feels comfortable discussing confidential topics.
  • Wealth planning for HNWI requires both local expertise and a broader knowledge of taxation regimes in specific countries as well as across international and EU jurisdictions. HNWIs need their wealth planners to be well versed in personal tax, corporate tax and inheritance matters in order to provide a comprehensive solution.
  • Tax legislation and compliance are continually evolving. Good wealth planning ensures that a client’s assets are optimally managed and comply with the law.

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Emilia Weijola
Wealth Planner
View her Linkedin profile

mikko_Balund.jpg
Mikko Bärlund
Realtionship Manager
View his Linkedin profile

Expertise

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