{"id":13011,"date":"2024-07-16T08:33:07","date_gmt":"2024-07-16T08:33:07","guid":{"rendered":"https:\/\/noveltyae.co\/?post_type=services&#038;p=13011"},"modified":"2024-07-29T13:35:53","modified_gmt":"2024-07-29T13:35:53","slug":"professional-wealth-management","status":"publish","type":"services","link":"https:\/\/noveltyae.co\/?services=professional-wealth-management","title":{"rendered":"Professional wealth management"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"13011\" class=\"elementor elementor-13011\" data-elementor-post-type=\"services\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a065915 e-flex e-con-boxed e-con e-parent\" data-id=\"a065915\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d44b0b9 e-con-full e-flex e-con e-child\" data-id=\"d44b0b9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-18782b3 elementor-widget elementor-widget-heading\" data-id=\"18782b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Invest sustainably in what is meaningful and important to you.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-56874ad elementor-widget elementor-widget-spacer\" data-id=\"56874ad\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bd58984 elementor-widget elementor-widget-text-editor\" data-id=\"bd58984\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>At Novelty, we enable you to make a positive impact both now and in the future. The key to achieving this lies in deeply understanding your unique needs, such as your wealth goals and how you wish to accumulate, preserve, and transfer your wealth to the next generation. Our sustainability strategy highlights our commitment to serving as a trusted partner on your sustainability journey. Our aim is to provide the transparent and reliable insights you need to make informed choices.<\/p><p>Every investment journey is personal, and we assist our clients in investing in what matters most to them. To help you define your journey, we offer:<\/p><ul><li>Guidance on clearly articulating your values, ambitions, and profile.<\/li><li>Transparency on your portfolio\u2019s sustainability profile and an investment \u2018health check\u2019.<\/li><li>Support in co-creating a strategy that aligns with your objectives.<\/li><\/ul><p>Once you have defined these elements, we accompany you every step of the way with the support of a comprehensive ecosystem comprising:<\/p><ul><li><strong>Methodology &amp; Client Reporting<\/strong>: We provide transparent reports on sustainability performance, utilizing a robust ESG methodology to assess and categorize investments.<\/li><li><strong>Products and Solutions<\/strong>: We offer a range of ESG-related investments and philanthropic ventures tailored to your personal profile and ambitions. Our approach includes responsible investing, sustainable investing, impact investing, and philanthropy services.<\/li><li><strong>Research &amp; Thought Leadership<\/strong>: We leverage our expertise to share relevant information on current and future sustainability, impact, and philanthropy trends.<\/li><li><strong>Client Community &amp; ESG Knowledge<\/strong>: We create networking opportunities to connect you with like-minded individuals, families, investors, and experts, enhancing your impact through connections. Our Sustainability Circle is an initiative that fosters these engagements.<\/li><\/ul><p>Reliability and transparency are at the core of responsible wealth management at Julius Baer, and we are dedicated to supporting you in making informed decisions on your sustainability journey.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4b48048 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4b48048\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-wider\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-539134f\" data-id=\"539134f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-05075c3 elementor-widget elementor-widget-heading\" data-id=\"05075c3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Don't know what suits your business? <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7c0aa05 elementor-widget elementor-widget-spacer\" data-id=\"7c0aa05\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1aad2ac elementor-widget elementor-widget-heading\" data-id=\"1aad2ac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Get Free First Consultation  now!<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3bcfa4b elementor-widget elementor-widget-spacer\" data-id=\"3bcfa4b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e8892d9 elementor-align-center elementor-widget elementor-widget-the7_button_widget\" data-id=\"e8892d9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"the7_button_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\"><a href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjEzNTc5IiwidG9nZ2xlIjpmYWxzZX0%3D\" class=\"box-button elementor-button elementor-size-xl\">Book your consultation<\/a><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Invest sustainably in what is meaningful and important to you. At Novelty, we enable you to make a positive impact both now and in the future. The key to achieving this lies in deeply understanding your unique needs, such as your wealth goals and how you wish to accumulate, preserve, and transfer your wealth to&hellip;<\/p>\n","protected":false},"featured_media":13184,"template":"","service_category":[109],"class_list":["post-13011","services","type-services","status-publish","has-post-thumbnail","hentry","service_category-main-services"],"_links":{"self":[{"href":"https:\/\/noveltyae.co\/index.php?rest_route=\/wp\/v2\/services\/13011","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/noveltyae.co\/index.php?rest_route=\/wp\/v2\/services"}],"about":[{"href":"https:\/\/noveltyae.co\/index.php?rest_route=\/wp\/v2\/types\/services"}],"version-history":[{"count":9,"href":"https:\/\/noveltyae.co\/index.php?rest_route=\/wp\/v2\/services\/13011\/revisions"}],"predecessor-version":[{"id":13652,"href":"https:\/\/noveltyae.co\/index.php?rest_route=\/wp\/v2\/services\/13011\/revisions\/13652"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/noveltyae.co\/index.php?rest_route=\/wp\/v2\/media\/13184"}],"wp:attachment":[{"href":"https:\/\/noveltyae.co\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=13011"}],"wp:term":[{"taxonomy":"service_category","embeddable":true,"href":"https:\/\/noveltyae.co\/index.php?rest_route=%2Fwp%2Fv2%2Fservice_category&post=13011"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}