Wealth management in Slovenia
refers to numerous services which are provided in order to increase the wealth of private individuals
or companies. Such services can combine many other fields, such investment advice
, finance or accounting services
. They can also refer to tax advice
or retirement planning
. When establishing a wealth management plan in Slovenia
, the beneficiary will receive advice from a wealth manager
, who will create an investment strategy
suitable for the needs of the client, with the purpose of yielding the highest return on investment
. Our team of lawyers in Slovenia
can assist foreign persons with more details on the regulations related to the wealth management
in this country.
High net worth individuals in Slovenia
As a general rule, wealth management in Slovenia
is addressed to persons who are considered high net worth individuals
. Such persons can entrust their personal assets
to a wealth manager
, who will establish a holistic approach on the investment
that could better represent the interests of the client. Moreover, the wealth manager
is required to act in good faith on the behalf of the respective client. Our team of attorneys in Slovenia
can offer in-depth information on the wealth management services
The wealth manager will handle the personal assets of the client in a way that will provide suitable options for the current and future needs of the client and his or her family.
It is important to know that the clients can benefit from the services of a single wealth manager, but at the same time they are also allowed to collaborate with a team of wealth management experts.
Private wealth management in Slovenia
Such services are available only for high net worth individuals. They can be established for a short-term or long-term basis. Those who want to secure their assets can benefit from the products created for such purposes by local banks or brokerage companies.