Serving Clients with Integrity and Innovation
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We Are Adept At Creating Tailored Financial Plans
WELCOME TO REGENCY LIMITED
EXPERTISE IN THE GLOBAL MARKETS
Forge a Better Lifestyle!
Regency Limited is a boutique, private investment management firm founded in 1991. Our passion and expertise is providing attentive financial planning and advisory services on asset allocation and asset management. We pride ourselves on our service and financial advice proposition. Regency Limited is not beholden to any other financial institution and does not accept rebates or commissions.
Drawing from years of experience working with high net worth individuals and leading financial institutions both locally and Internationally (including in London, Germany, New York and Japan), our investment advisory services continue to succeed in the delivery of a range of financial services with a strong emphasis on risk management for affluent clients.
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Invested in your vision
A new pathway to organised investing backed up by research insight and economic intuition. We rely on solid economic analysis and theory to help us deliver long-term, repeatable results.
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Wealth Management
The wealth management team at Regency Limited deliver highly individualised, holistic and well considered advice to protect and sustain long-term growth for you. Every client has a unique set of fiscal and personal goals, values and risk appetite.
Investment Management
At Regency Limited, we provide our clients with an intelligent, thoroughly informed, individual approach to wealth management. In other words: we help our clients spend their time exactly the way they want.
Strategic Advice
People often have difficulty managing their own investment portfolio effectively. Due to the demands of changing market conditions or modern life and regulations our experience indicates that many people simply cannot create the time to manage their financial affairs.
Feedback from our Investors
See What Clients Say About Us
It is difficult to put into words how much you have helped us Throughout the years, you have gotten a chance to know our story and the challenges we’ve faced. The services you provided us have helped us tremendously, and most importantly, you have proven to be a man of your word, and a firm with integrity!
James O.
I have definitely learned the difference between what a financial salesman is versus a REAL financial advisor. Working with you has been an incredible journey! I look for many more years of health and prosperity! Regency Limited is certainly a financial company I can recommend to others. Thanks again for all your help.
Krissy P.
After meeting with many financial professionals and then meeting you, it became very obvious that working with your company was the best choice for us. Over the past 5 years it has been a pleasure to work with you. When we need to ask you questions you always make yourself available, and that’s a rare quality. Thank You.
Sean F.
Stock Review
Speak with our advisors to indentify key details
Every few years, investor sentiment on Apple swings from extreme pessimism to extreme optimism: from the disappointment of the iPhone 5C, to the massive success of the large-screen iPhone 6, to the underperforming iPhone 6S.
Another mediocre product cycle doesn’t change Apple’s attributes: a bulletproof balance sheet, a stellar brand, a loyal customer base, and a sticky ecosystem of software and services. iPhone users are still likely to upgrade to another iOS device due to its high levels of customer satisfaction.
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Discuss your investment ideas and get professional consultation with our experienced team.
Develop a timeframe with set achievable targets to ensure your portfolio delivers success.
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