Wealth Management

Working with investors worldwide, here at Roxborough Wealth Management our experience in the investment planning and wealth management sector allows us to uncover the ideal investment funds and providers for you, with the target to provide you with an above-average return on an ongoing basis.

We believe in providing our clients with a highly personal service. Once we develop a picture of what you want from your retirement investments we are fully transparent in telling you exactly what we believe would be in your best interests with regard to your current plans, and also any future investments going forward.

We pride ourselves on our ability to help investors just like you focus your balance of assets, ensuring there’s appropriate diversification across your portfolio. There are a number of different asset classes in which your investments can be placed, each of which have different performance characteristics.

We work closely with a select group of professional discretionary portfolio managers who provide anactive, sustainable, and transparent service. Roxborough Wealth Management will ensure at all times that the discretionary portfolio manager selected is appropriate.

Your Roxborough contact will engage in discussions with you regarding the management of your Model Portfolios, and will provide you with quarterly reports surrounding the details of the current asset allocation, your performance data, and our thoughts on the current state of your investments.

Here at Roxborough Wealth Management we believe you should have instant access to your portfolio, wherever possible. For this reason we’ve teamed up with Ascentric to allow all our clients around the clock portfolio access, allowing you to hold, view, and place orders as and when is most convenient to you.