Connected Wealth - A true partnership to achieve your investment goals.

Connected Wealth, Richardson Wealth’s asset management service, is all about strong relationships. Our advisors serve as expert guides, working in true partnership with clients to provide complete clarity about how and where their money is at work.

Transparent: It’s your money and you should know at all times what you own and how it is being managed. This means complete transparency, at all times, about how we manage your money down to the individual strategy and position.

Efficient: In wealth management, costs and taxes matter. Our blended approach minimizes costs by combining cost competitive active management and low cost passive strategies.

Connected: We believe working in partnership with clients and advisors helps deliver objective and quality advice on asset allocation, manager selection or portfolio management. Our Purposed Asset Allocation overlay enables investors to better connect their investment objectives and how their money is invested.

Latest Blog Posts
Market Ethos - Active vs. Passive
Author: Dolores Jandoc
This week we look into index construction and dispersion of returns within them. With index concentration on the rise, especially in... Read more
Market Ethos - Not all Dividends are the Same
Author: Dolores Jandoc
Everyone loves income investing, right? This week we look more closely at dividends. Some dividend payers favour expansionary and inflationary... Read more
Market Ethos - Draining the Punchbowl
Author: Dolores Jandoc
This week we have a look at fiscal and monetary stimulus and the changes already underway. Will this be like the last “taper tantrum”?... Read more
Investor Strategy - Inflation
Author: Dolores Jandoc
In this month’s Investor Strategy: Market Recap - Who’s afraid of October? Asset Allocation - Steady & sticky Equities - Inflation... Read more
Market Ethos - G ‘n’ R
Author: Dolores Jandoc
This week we have a look at the factors that discount the future into today’s equity prices. While Price Earnings ratios can give us... Read more

Bridge

Investment strategies
Connected Wealth 

 

Get our latest portfolio updates and investor materials.


Managed Portfolios

SMA Mandates

 

 

Bridge support

Helping investors reach their long-term goals
Investor strategy 

 

A monthly publication designed to provide investors and advisors with a recommended roadmap on how to allocate investments in today's market to reach their long-term goals and manage risk.


November 2021

Inflation

 

October 2021
Challenges Ahead

September 2021
Normalizing


April 2020
Flipped Radical
View Article

March 2020
Air Pocket
View Article

February 2020
Markets catch a cold
View Article

January 2020
2020 Outlook - Challenging
View Article

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

Daily market commentary - The Launch Pad