WEALTH MANAGEMENT SDN BHD
Local Financial Solutions
Bill Morrisons Wealth Management Sdn Bhd (BMW) is a comprehensive financial planning and wealth management company. We are licensed by Securities Commission of Malaysia (SC) under Capital Markets Services License (CMSL/A0339/2017) in respect of regulated activity of Financial Planning, dealing with securities related to Unit Trust and Private Retirement Scheme under the Capital Markets & Services Act 2007. BMW also has a Financial Adviser license from Bank Negara Malaysia under Financial Services Act 2013 to deal with insurance providers around Malaysia.
We offer comprehensive financial planning and wealth management solutions including unit trust, investment and insurance, private retirement scheme, and estate planning as well as providing in depth portfolio investment analysis and research for client recommendations based on their profiles and objectives.