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Global wealth assessment
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Global wealth assessment

Assessing the global wealth of our clients is the first step in being able to determine the investment profile of their assets, in order to formulate and begin a strategy of development. During in depth meetings, the client and his account manager will define the principle objectives of the relationship. This is an important time, where the needs and objectives of the client will be confided in his banker, with BankMed (Suisse) SA being able to bring to bear its professional knowledge and experience.

 
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