Investment Services

Asset & Portfolio Management

Personal investment options

At RP Financial, managing our client’s money is a privilege we take seriously, and we understand each and every client has their own individual goals and objectives.

So, whether you are investing for the first time, looking for advice on restructuring your assets, or if you have an existing portfolio you feel could use a second opinion, RP Financial can offer a wide range of solutions tailored to meet your needs.

Financial markets offer investors the great potential for capital growth. However, markets can be volatile, portfolios need to be diversified and reviewed regularly, risk needs to be minimized and tax implications considered. RP Financial possesses the skills, experience and knowledge to help you manage the potential pitfalls to ensure your money always remains in the right place at the right time.

  • A suite of model portfolios or tailor-made solutions utilizing some of the world’s largest fund managers.

  • Portfolio management including analysis of risk, return requirements, diversification and cash flow forecasting.

  • A dedicated qualified advisor appointed to your account.

  • Full discretionary management options.

  • Cost efficient advice.

  • Ongoing, personalized service including continuous updates on portfolios, market and company research and access to portfolio managers.

Speak with one of our expert advisors today.