Wealth Management

BPW’s wealth management process is built on the philosophy of Needs Based Portfolio Construction. Using this methodology a client’s investment portfolio is constructed to achieve the required rate of return (ROR) necessary to meet the clients objective whilst minimise volatility (risk).

Inherent in this process is the consideration of taxation and ownership structures. Since reduced taxation will require a lower ROR and therefore reduce the risk associated with the portfolio.

BPW offer’s clients the following wealth management services:

• Cash Management Services
• Term Deposit Services – across a large panel of providers
• Managed Funds
• Separately Managed Accounts
• Exchange Traded Funds
• Direct Shares

These assets may be either held in a custodial or non-custodial structure depending on preference need and overall cost parameters.