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. Because of this, the bespoke approach to asset allocation and asset management taken by our team is designed specifically for you and your requirements.

Our job is to develop portfolios that are flexible but don’t break. We take a balanced approach to the market, putting your assets to work in a methodical and rational manner, delivering a sustainable pathway to asset management to provide for you and your family well into the future.

Most importantly, we understand that our job matters. Our clients are for life and our methods reflect this. We take this journey together and our passion is seeing you succeed.

Family Wealth Management

At Regency Limited, we look to your upcoming years and sense the significance of being able to provide long term wealth creation not only for your immediate family but also for your children’s children. The financial gift you leave behind is the culmination of value creation and personal choices.

The financial protection afforded by ongoing family wealth management and first-class portfolio management can provide harmony and peace-of-mind to a family. The confidential, professional and conflict-free attitude we afford will ensure the development of a sound and transparent family governance structure.

Consistent with our path to dealing with individuals and business clients, we know that just as individuals prescribe a certain set of expectations and values, so do families as a group. We appreciate the value of recognising these principles and assign the integration of these into asset allocation which build your legacy in a manner that lines up with your family goals.

A number of clients have successful and stable family investment portfolios, however, due to limited time, our services are needed to provide additional direction and guidance. Crucial moments such as inheritance, liquidity events and succession planning can have far reaching implications and can benefit from strategic planning and insight.

Considering present capital sources and wealth creation, the family wealth management team aligns wealth creation strategies with consideration to your asset, investment and business portfolio, as well as level of risk adversity, your lifestyle, legacy plans and philanthropic desires.

A well managed family investment portfolio can afford peace of mind for yourself, and also protect family unity and continuity of the business and personal assets you have worked your whole life to attain.

 

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