>
CONTACT US | EXISTING IFA | PLATFORM | CRM
regency wealth

Portfolio Management

Portfolio Management is the professional management of various securities (shares, bonds and other securities) and assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Regency directors have years of experience in helping clients reach their investment goals. With complete access to anything the market has to offer, Regency provide holistic unbiased advice. Whether you are looking to build a portfolio or would like your existing portfolio analysed, we can help.

Retirement

  • Retirement portfolios are key for everyone in todays climate
  • Ensuring your retirement fund is on target is paramount to Regency’s goals
  • We look at each individual and build bespoke plans to reach pre-defined goals
  • Without proper financial planning your retirement fund may not match your expectations

Diversification

  • Whether your looking for greater returns or simply to build capital for a future event, Regency has tailor-made solutions for your needs
  • With Regency you can expect access to the top fund Managers from around the world giving you the diversification needed to build the portfolio that matches your needs
  • Liquid portfolios that can change quickly are able to react to the rapidly changing environment

Funds

  • Regency Wealth Management has complete access to fund worldwide
  • Institutional discounts, alternative investments, ETF’S and structured notes can all be added to the basket of your portfolio
  • Regency can prepare a portfolio that will benefit from a bull market and protect the portfolio from a bear market
  • Ability to hold any type of investment suited to your profile and needs
  • Alternative investments that are not correlated to the world markets
© 2018 Regency Wealth Management. All Rights Reserved.