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Wealth management is a form of financial planning that is not only applicable to individuals but also for businesses. Wealth management is about managing your net assets or surplus funds to achieve a certain financial goal. Your wealth is defined as your net assets, after deducting your debts or liabilities.

Many businesses practice wealth management with the purpose of maintaining, growing or distributing its assets. Once you have analysed and assessed the financial situation of your business, you will be able to determine your net worth, set your goals and develop an action plan to achieve those goals.
Benefits of wealth management include:
Better utilisation of free funds
Minimising tax on investment
Maximising return on investment on a given risk appetite
Related Information

Managing your money

Planning your investment

Determining the right investment

Types of insurance

Types of takaful plans
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Wealth management in a nutshell
If you require more information on wealth management for SMEs, you may download our booklet or visit our FAQs to answer all your queries.