How to enhance the income yield, capital growth and tax favoured treatment of wealth
Today wealth management means more than just managing your investment portfolio. It incorporates a number of disciplines to enhance the income yield, capital growth and tax favoured treatment of wealth held privately over the long term.
At Ritchie Phillips, wealth management is about bringing together our expertise of estate planning and tax efficiency with bankers, lawyers and investment managers in a way which brings the benefits of the independence of each adviser in a co-ordinated service.
Our approach will allow you to understand the total wealth held for you and your family, whether personally or though structures, such as companies, trusts or foundations. It will also allow you to understand the financial performance of your family’s entire asset base.
By being independent from the investment process, we can assess for you the performance of your investment managers.