Roxburgh Group Wealth Management Planning
Traditionally, Wealth Management involved highly customized and sophisticated investment-management and financial-planning services delivered to high-net-worth investors. Generally this included advice on the use of trusts and other estate planning vehicles, business-succession etc.
Nowadays most individuals are aware of the importance of true independent financial planning. Roxburgh Group Wealth Management now places the same emphasis on financial planning for all of its private clients.
We have developed a comprehensive Investment Management process that allows a client’s portfolio to be perfectly aligned with their objectives. For instance, crucial decisions such as asset allocation and risk can be better managed.
The investment funds which make up each portfolio can be reviewed and actively managed. Also, the control of capital and income can be more tightly monitored, thus helping reduce the tax burden and so maximising gain.