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. Wealth management also means asset allocation between the various classes of assets available and their selection reflecting your intended financial outcomes.
At Ritchie Phillips, we bring together our expertise of understanding your whole financial picture with the expertise of bankers, lawyers and investment managers. In this way, the benefits of the independence of each advisor are brought together in a co-ordinated approach to meet your financial and taxation objectives.
Our approach will allow you to understand the total wealth held for you and your family, whether personally or through financial 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 of your investment managers, we can assess for you the performance of your wealth management approach.