Wealth management is a branch of financial services connecting with the investment needs of wealthy clients. These are specialised advisory services catering to the investment management needs of prosperous clients. Wealth management is an investment advisory service that combines other financial services to deal with the needs of comfortable clients. A wealth management advisor is a high-level professional who manages a wealthy client's assets holistically, typically for one set fee.

Value investing is the art of trade stocks which trade at a important discount to their essential value. Value investors achieve this by looking for companies on low-priced valuation metrics, normally low multiples of their profits or assets, for reasons which are not defensible over the longer term. Value investing is an investment strategy that involves purchasing stocks or securities that are under-priced. In other words, the approach helps in identifying securities that are trading below their fundamental value. Value investing was first started by Benjamin Graham and David Dodd in 1928.

This book will explain about the systematic review of wealth management and value investing among global perspectives.