EAMs in Wisdom River Capital are not tied to the in-house products or sales targets of any single bank, providing more independent and client-centric investment advice focused on the client’s interests rather than bank profits.

EAM clients maintain ultimate control over their investment decisions; the EAM manages assets on a discretionary or advisory basis, but major moves always require client consent.

By keeping only one wealth manager who fully understands your financial needs, Clients working via EAMs can consolidate the management of accounts held at different banks, achieving broader diversification and easier oversight while maintaining the security advantages of multiple custodians.

EAMs can integrate with family office offerings, covering not only investment, but legal, tax, succession, health, and family governance needs, ensuring holistic family wealth management.

Consolidating multiple banks’ research, products, and services, EAMs specialize in creating highly tailored investment solutions to meet your personal or family needs, offering flexibility that private banks, which are sometimes constrained by standardized offerings, cannot match.

EAMs usually offer a more transparent and straightforward fee model, clearly separating custodial and advisory charges, and removing hidden incentives tied to product sales.