Private wealth management is the practice of solving or enhancing your financial situation and achieving short-, medium-, and long-term financial goals with the help of our financial adviser.
A unit trust is an unincorporated mutual fund structure that holds assets and provides profits to individual unit owners instead of reinvesting into the fund. A unit trust is established under a trust deed, and the investor acts as the beneficiary.
A pension or retirement fund is a financial plan that allows you to save money during your working years to receive a regular income stream during retirement, typically managed by our financial institution, providing financial security once you stop working; essentially, it's a way to save for your "golden years" by setting aside money now to access later in life.