on April 8 | in CAREERWISE | by | with 1 Comment
by Felicity Johnson
A career in Wealth Management can be rewarding. Since the FAIS (Financial Advisory Intermediary Services) Act came into effect in 2004 a lot has changed as far as the minimum qualifications required and professionalising the financial industry.
Wealth Managers can be an independent Certified Financial Planner (CFP), a Chartered Financial Analyst (CFA), MBA or a credentialed professional money manager who works to enhance growth and income tax efficiently of long-term investors. Together with the qualification it is also required of the Wealth Manager to have a certain level of experience as well as complying with the Fit and Proper requirements as laid down by the Act.
Further is it important to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
Wealth Managers like Johnson and Associates is an Independent Investment House which offers financial planning, portfolio management inter alia. Our client base consists of High Net Worth Individuals, small business owners and families who desire the assistance of a credentialed financial advisory specialist. As Wealth Managers, Johnson and Associates coordinate retail banking, estate planning, tax professionals, legal resources and investment management to offer sophisticated investment management and financial planning solutions, tailor made to the affluent.
For further information, please contact Felicity at or email . Alternatively, visit
Note: A Wealth Manager is a financial advisor or financial planner for large amounts of money and assets. A Wealth Manager usually has responsibility for managing all banking, investments, estate planning, asset management and more. Sometimes very wealthy individuals or corporations and institutions hire Wealth Managers to manage different investment aspects.
The term “Wealth Manager” is a recently coined label which came out of high level, high income, high wealth Broker Dealers, Bankers and Insurance Companies. Persons employed in Wealth Management positions are often Certified Public Accountants, Chartered Financial Analysts, or Chartered Wealth Managers with securities designations. Source: www.qandas.com.
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Hello Felicity , Money talks. Mine is always saying “Spend me!”Money, like a running horse, should be kept–well-in-hand.Money is the devil’s eye.Money is a sort of instinct. It’s a sort of property of nature in a man to make money. It’s nothing you do. It’s no trick you play. It’s a sort of permanent accident of your own nature; once you start, you make money, and you go on … But you’ve got to begin … You’ve got to get in. You can do nothing if you are kept outside. You’ve got to beat your way in. Once you’ve done that, you can’t help it!