Wealth management

Moore Stephens Wealth Management serves the Moore Stephens corporate client base and works in conjunction with other professional practices, businesses and individuals. Wealth Management has been described as a professional service which is the combination of financial or investment advice, accounting and tax services, and legal and estate planning, all for one fee. 

We recognise that wealth management entails so much more than mere investment advice, as it can encompass so much of one’s financial life. Our client-centric approach pivots on the core principals of risk analysis, asset allocation and diversification and, with a philosophy centred on wealth creation and capital preservation, the Moore Stephens Wealth Management offering is comprehensive, independent, differentiated and innovative.  We live the belief that we cannot fully develop a holistic wealth and investment management strategy without allowing our clients to fully articulate their needs, goals and priorities.  

As such, Moore Stephens Wealth Management is committed to long-term, quality relationships with our clients, providing advice and support through their financial life cycles (from initial asset accumulation, to asset preservation and income generation, to retirement planning). Our financial experts are authorised by the Financial Services Board (FSB).  As an Authorised Financial Services Provider (FSP) that has a reputation for acting with absolute integrity and within the ethics of regulatory bodies, our objective is to provide our clients with sufficient information and alternatives to enable them to make an informed decisions that will align with their financial objectives.  

Moore Stephens Wealth Management acts with absolute integrity and within the ethics of the regulatory bodies in advising our clients and we commit to providing excellent professional service at all times.  Together with our partners, we concentrate on managing the ongoing wealth of each of our clients, carefully balancing the interplay between the risk and performance of each client’s investments.