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Investment services
Risk services
Estate planning services
Trust services

Investment services

Working with investors, we provide easy access to shares and unit trusts, both locally and offshore, to help people achieve their medium-to long-term investment and savings goals.

Every portfolio that we manage, is developed according to exhaustive efforts to fully understand each client’s unique investment goals. This process requires expertise, knowledge and deep insight. Clients work with their Private Wealth Management team to select from existing investment vehicles, covering the entire asset spectrum including equities, fixed income and cash. Our specialists also create custom investment vehicles which meet the needs of individual clients. 

At Moore Wealth Management, we constantly strive to deliver superior investment returns and above all, exceptional client service. We have grown the business by delivering truly customised and bespoke advice and by listening to our clients carefully.

We listen to you closely to understand precisely what you are hoping for over your investment time horizon and the level of risk which you are prepared to accept in order to meet those goals. We utilise your unique risk profile to determine how your money is invested and recommend a solution which is designed to match your goals and changing circumstances. Your selected portfolio aims to maximise the returns achievable within your chosen risk profile. 

Our expert teams then use their experience to evaluate this data on an ongoing basis, identifying key events and opportunities. This, together with our determination to take the longer view, enables us to remain well-positioned to look to the future on behalf of our clients, whatever the current economic conditions may be. A simple, individualised and collaborative process.

Set out below is our straightforward five-stage process, centred on optimising your portfolio to fit your individual requirements and objectives.
 
1. Understanding your needs: 
Through discussion, we gain a clear understanding of your circumstances and plans, supported by a specialist questionnaire to establish your risk appetite.
 
2. Establishment of clear objectives: 
We establish your long-term objectives; liquidity needs and time horizon.

3. Sound Planning: 
We work with you to reach your goals within the appropriate time frame.
 
4. Setting of investment strategy: 
We create an investment portfolio that is suited to your needs.
 
5. Monitoring and review:  
We monitor your portfolio on an ongoing basis, with the ability to adapt as your needs change.