Have your say on the Standards

The Standards are a comprehensive set of best practices intended to create greater discipline, process and transparency in private wealth management in countries around the world. The Standards are designed to be adopted and implemented by family offices, trusted advisors and others who manage significant wealth.

The Standards are focused on the key areas of wealth management:
   - Governance
   - Risk Management
   - Investment Management
   - Oversight and Monitoring

The Institute for Wealth Management Standards is keen to ensure these Standards are meaningful and have been shaped by those who will use them. We would therefore welcome any comments you might have.