A personalised investment approach
An enduring and holistic approach to wealth management
We see our client relationships as lifelong partnerships and we are completely focussed on creating wealth strategies that will endure over time. To achieve this, we combine a holistic approach with a unique blend of skills and experience to add value to our clients’ complex financial situations.
For more about Redwood’s wealth management approach click here.
A truly personalised investment approach
In an industry where investment solutions are built like hamburgers, to be served to the masses, we pride ourselves on servicing individuals. Recognising that no two clients’ investment needs are ever identical, we build personalised investment solutions to satisfy each client’s financial position and goals.
To understand more about the Redwood’s investment management process and tailored approach click here.
Lifelong, specialised expertise
We strive to do better by challenging industry norms and ways of working, no matter what the stage of the wealth accumulation, creation and management process. Specialised areas of expertise, applied throughout the lifelong journey we take with each Redwood client, include:
- Adding value through tackling all the many ‘unknown unknowns’ faced;
- Creating strategies early in each client’s wealth-accumulation journey;
- Nurturing wealth and sustaining its steady creation over the long-term; and
- Intergenerational wealth and estate planning, for generations to come.