Successful Wealth Management is more than just investing monies and achieving the desired investment return. It requires a clear understanding of your objectives, how to minimise the tax burden, what changes need to be anticipated in the future and also the emotional decisions that make a plan more compelling. Wealth should be enjoyed.
When creating the financial plan we take all these and many other influences into consideration, before deciding what structure may be most advantageous but also ensuring that there is flexibility in the arrangements to accommodate future changes.
We invest a lot of time at the outset to get this plan right so that you can be assured that all your needs and objectives will be addressed. So whether the priorities are investing for income and growth, tax efficient investment, passing on wealth to future generations or making sure the costs of nursing care can be met, all these can be accommodated in a well crafted plan.
Our clients have all accumulated significant wealth. For many, the greatest priority is to preserve the real value of this wealth for their own enjoyment and also for future generations. This involves not only careful tax planning, but also a pro-active investment management strategy that looks to mitigate investment market risks when these may prove too uncomfortable for a client. Good investment management is about limiting losses in times of market stress as well as capturing good returns in favourable market conditions.
Whatever your financial aspirations, we will work with you to create a personalised plan that fully addresses these needs. This sets the framework from which the investment decisions can be made. As a client, you have the benefit of understanding how our recommendations help you to achieve these objectives along with a clear measure of how to judge our success.
Our clients benefit from unconstrained, whole of market investment portfolios that are bespoke to each individual client. These are invested globally across multiple asset classes and are designed to provide our clients with the optimal asset mix to deliver the desired investment return at the lowest level of risk. As a boutique wealth manager we are not restricted by the liquidity constraints that affect many investment managers. We utilise a number of external research sources as well as the extensive research capabilities of Raymond James to formulate our investment strategies.