Work with your current financial institution's specialist investment bankers

Most larger financial institutions have entire departments devoted to financial planning. Working with your existing bank's financial planners or referrals helps transitioning to asset management easier.

I recommend: ABM AMRO and Merrill Lynch offer a variety of investment banking options along with their many products and services for everyday banking and are leaders in the global marketplace.

Find corporate finance specialists that manage both your personal and business assets

Using a full service financial team just makes sense. Many investment banks offer personal and business checking accounts along with a wide range of investment products and insurance.

I recommend: Deutsche Bank Group and UBS provide clients with a balanced approach to investment and wealth management with the personalized service of a local bank.

Use investment banks specializing in both global and local funds

Keeping your investments in both local and global funds and stocks is good for you and good for your local economy. Investing where you are means good relationships with your neighbors, and investing abroad means more earning potential for you.

I recommend: Goldman Sachs and JP Morgan have a broad range of investment vehicles for both private and corporate investors looking to expand their portfolios both at home and abroad.