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Wealth managers can help clients in which of the following activities?
I. Optimization of their assets
II. Tax Collection
III. Wealth Auditing
  • a)
    Only I
  • b)
    Only I and III
  • c)
    Only II
  • d)
    I and II
Correct answer is option 'B'. Can you explain this answer?
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Most Upvoted Answer
Wealth managers can help clients in which of the following activities?...
  • Wealth Managers also support the personsin the optimization of their assets projects by helping them to manage their taxation and savings and by advising them on their investments and in terms of asset restructure or arbitrage. They also assist in wealth auditing which allows them to obtain a global vision of their situation, analysing their situation in order to define an asset strategy and implementation of any financial actions or paperwork.
  • Thus, the correct option is (b)
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Wealth managers can help clients in which of the following activities?I. Optimization of their assetsII. Tax CollectionIII. Wealth Auditinga)Only Ib)Only I and IIIc)Only IId)I and IICorrect answer is option 'B'. Can you explain this answer?
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