Managing significant financial assets requires more than just saving and investing—it calls for expert guidance. A wealth management consultant plays a critical role in helping individuals, families, and businesses make informed decisions about their financial future. Whether you’re growing a business, planning retirement, or preserving family wealth, these professionals offer tailored strategies to help you meet your goals.

What Is a Wealth Management Consultant?

A wealth management consultant is a financial advisor who provides holistic planning and investment advice to high-net-worth individuals (HNWIs) and institutions. Their services go beyond basic financial advice and often include:

• Investment management

• Estate and succession planning

• Tax optimization strategies

• Risk assessment and insurance planning

• Philanthropy and legacy guidance

These consultants typically work through private banks, investment firms, or boutique financial advisory services.

Why Hire a Wealth Management Consultant?

1. Personalized Financial Strategies

Every client has unique goals—whether it’s funding children’s education, buying property, or retiring early. Consultants craft custom roadmaps aligned with these objectives.

2. Risk Management

They help balance portfolios with the right mix of assets to safeguard against market volatility and life changes.

3. Tax Efficiency

Wealth consultants develop tax-efficient investment strategies to minimize liabilities and preserve long-term wealth.

4. Intergenerational Wealth Planning

They assist with estate planning, helping clients pass wealth efficiently to heirs while avoiding legal and tax complications.

5. Global Investment Insight

Many consultants offer access to international markets, private equity, and alternative investments not available to the average investor.

Who Needs a Wealth Management Consultant?

• Business owners looking to diversify assets or plan for succession.

• High-net-worth individuals seeking long-term financial security.

• Expats and international investors managing cross-border assets.

• Family offices handling complex multi-generational wealth.

How Wigmore Trading Supports Wealth Growth

At Wigmore Trading, we understand that wealth creation isn’t just about smart investing—it’s about making strategic commercial decisions. While we do not offer direct financial consulting, we support wealth-focused clients with:

• Business expansion support: Access to wholesale trade and procurement across Africa.

• Asset procurement: Sourcing high-value commodities and products for resale or investment.

• Logistics and distribution: Facilitating trade operations that generate new revenue streams.

Our infrastructure and insights help you move from wealth preservation to active wealth generation in emerging markets.