Ten years on, the Investment Management team are celebrating the birthday of their Discretionary Fund Management service and another year of outstanding returns.
Paul Beasley, Managing Director, said:
“The investment management profession centred on London can be intimidating and expensive.We set up and developed a way of managing investments that gave clients across our region, and beyond, much greater control. In ten years the funds that we manage have grown to almost £200m.”
This dynamic approach has helped Richmond House Group successfully steer its clients’ investments through choppy waters over the last decade including the global financial crisis, market volatility, political changes and a shifting economic outlook.
Emma Wilkinson, Investment Management Director, said: “We don’t just focus on ultra high net worth individuals, unlike some specialised services. Instead, we provide a wealth management service to those who are still accumulating wealth.”
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