WEALTH MANAGEMENT
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Key characteristics

  • One-stop compliance solution
  • Cost-effective risk management
  • Organization-wide training
  • Global testing and certification
  • Dedicated support team
  • Invitation and reporting services
  • Industry- and region-specific
  • Highly customizable
  • Up to 23 languages
  • Regularly updated
  • Baker McKenzie quality content

THE RESOURCES

All content is sourced from specialized Baker McKenzie and select contributing firm lawyers, actively practicing in the specific topics and jurisdictions covered. This ensures both quality and relevance of the content.

Directly accessible online, content may be easily browsed or dynamically filtered per topic and jurisdiction for quick access to relevant information. Content may also be selected for side-by-side comparison across jurisdictions.

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How does it work

Depending on the specific information needs of the wealth management organization, access may cover one or multiple resources. This may be customized depending on the user and organization.

The best way to explore the options is to arrange for a quick demonstration and trial access of the resources.

To learn more about the many flexible options available, please contact us at karoline.quinn@bakermckenzie.com.

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Private Banking

Practical tool for optimizing excellence in client wealth planning / relationship management in respect of multi-jurisdictional investment and international succession planning.

TEP Optimizer

This resource supports efficient assessment and comparison of the tax implications of individual and indirect investment across a range of asset categories.

Wealth Management E-learning

International Succession Principles, Features and Uses of a Trust, International Wealth Planning, Cross-Border (Financial) Conduct, as well as more general programs are available.

Financial Products Distribution

Comprehensive and practical cross-border compliance tool, allowing financial institutions to navigate the increasing regulation of cross-border retail financial services marketing and distribution activities.

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