Private Wealth Management
www.taylorbrunswickgroup.com
“SOMEONE IS SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME AGO” Warren Buffet
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our story, our passion.
In an increasingly complex financial arena we provide clients with comprehensive, clear advice and guidance on a full range of solutions. At Taylor Brunswick we passionately believe in developing successful, long-term personal relationships with our clients. By taking the time to gain a deep understanding of the unique requirements of each individual, and by providing advice on a one-to-one basis, we are able to formulate bespoke wealth strategies and solutions for both your current and future needs. We use best of breed asset allocation models and portfolio construction processes to guide you towards the most appropriate strategy for your personal circumstances and objectives.
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Strong, Sustainable, Transparent.
As a company we were formed on the basis of one fundamental value, Service. Our high standards of client care backed by award winning office technology and dedicated support staff ensures you will receive an ongoing personal service that will allow you to adapt to meet your ever changing financial circumstances and take advantage of opportunities as they arise. Our commitment to meeting your financial goals is a long term one; we tailor our services and solutions according to your needs and aim to ensure the arrangements we put in place are flexible and can adapt to your changing circumstances, goals and priorities. We are driven by what is important and relevant to you.
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Passion, Commitment, Results
Each of our clients can depend on Taylor Brunswick and their adviser to create a personal investment strategy that reflects our holistic and truly open-architecture approach to helping you to manage your wealth. To help you achieve this, we believe that a quarterly review of your finances should be an integral part of our service to you in order to develop a strategy over time and to allow you to stay on track to meet your financial goals.
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Strong Values, Strong Results.
We have based our values and principles upon three founding core elements;
Independences
Client Focused
Forward Thinking
Our advisers have no economic interest
The service we deliver to our clients is at
Whilst the service we offer is based
in recommending one institution over
the heart of everything we do. Thanks to
around traditional values; we employ the
another, concentrating on suitability of
our business model being built around our
latest thinking in portfolio management
advice. Decisions will only be based on the
clients, we understand the need to deliver
and wealth strategies. With an integrated
best interests of our clients and we are not
the highest level of customer service.
risk
tied to any platform or product provider.
management
process
and
a
global investment view we have an With the bespoke nature of many of our
understanding on the ever-changing
We focused on these three pillars, we
products and our investment in cutting
investment landscape.
strive to deliver
edge technology our focus on traditional client servicing values is enhanced by
We are acting for you, so rest assured our
the use of modern day techniques. This
interests are yours.
client-centric approach ensures that the products and services we recommend are tailored to meet every client’s personal requirements – be it for investment advice, trust and wealth planning or finding solutions to complex issues.
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Growth through sustainability
The market and economy can be very unpredictable at times. As a collective we have seen a lot of investment trends come and go over the decades, but our investment philosophy has always remained the same. This has helped us build a strategy that has continued to be successful over time and throughout several different market cycles.
QUALITY We aim to identify investments with proven track records. We believe and have seen over time that ideal assets for investments have a proven track record. The stability that tried and tested assets offer deliver over time will deliver the performance you need to reach your goals.
DIVERSIFICATION As the time old adage goes “don’t put all your eggs in one basket”, the same holds true for your investment portfolio. No one can predict the future which is why we always advise clients to diversify their portfolios; by spreading the risk across several investments and asset classes you add an extra safeguard to your portfolio. Quality matters, but diversification is simply as important. It can’t guarantee a profit or protect against loss but it can help reduce risk – and balancing risk and potential return is at the heart of developing an investment strategy.
LONG TERM OUTLOOK Even if you own diversified, quality investments, their value will still go up and down. This is where maintaining a long-term perspective comes in. Buying when you feel good and selling when you feel bad is not a good investment strategy, it’s an emotional strategy. If you sell each time the market drops you are basing your investment strategy not on reason but on emotion. This is why we discourage frequent trading on the basis of short term events. Long-term investing has been shown to be a fundamental strategy to help achieve your financial goals. Long term investing isn’t about investing and forgetting, as we sit down on a quarterly basis we will review your investment in relation to the markets and any changing circumstances on your part.
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“I BELIEVE THAT THE BIGGEST MISTAKE THAT MOST PEOPLE MAKE WHEN IT COMES TO THEIR RETIREMENT IS THEY DO NOT PLAN FOR IT. THEY TAKE THE SAME ROUTE AS ALICE IN THE STORY FROM “ALICE IN WONDERLAND,” IN WHICH THE CAT TELLS ALICE THAT SURELY SHE WILL GET SOMEWHERE AS LONG AS SHE WALKS LONG ENOUGH. IT MAY NOT BE EXACTLY WHERE YOU WANTED TO GET TO, BUT YOU CERTAINLY GET SOMEWHERE” Mark Singer
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Comprehensive and Absolute solutions To meet our clients ever growing needs and to bring together a collection of services that allows our advisers to offer you comprehensive value we offer the following propositions:
FINANCIAL PLANNING
• Retirement Planning • Education Fees Planning • Succession Planning
• Relocation Advice • Protecting Yourself & Your Family
• Tax Planning • Portfolio Planning & Management
INVESTMENTS
• Lump Sum Investments • Regular investment plans
• Offshore Investment Bonds • SIPPS • UK Pension Transfers • Mutual Funds
INSURANCE AND PROTECTION
• Life Insurance • Critical Illness Insurance
• Income Protection • Medical Insurance
• General Insurance
ESTATE PLANNING
• Trusts • Wills
• Domicile
• Inheritance Tax Planning
LIFESTYLE/PROPERTY
• Property • International Mortgages
• Asset Splitting for Divorce
• Offshore Banking
ALTERNATIVE INVESTMENTS
• Wine investments
• Land Banking
BUSINESS PROTECTION
• Commercial Insurance
• Key Person Insurance
• Loan and shareholder Protection
BUSINESS MANAGEMENT
• Corporate formation and Management
• Group medical insurance • Group risk
• Group pension
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…in symphony
At Taylor Brunswick we don’t just think about your investments with ourselves, we think about your overall financial picture. That’s why we offer all our clients who have investments with us a state of the art Private Banking platform that afford access to their portfolio 24 hours per day 7 days per week from any computer in the world. It is also conveniently linked directly to every major Institution, ‘Morningstar’ and ‘Trustnet’ to give you an accurate N.A.V. (Net Asset Value) of your entire portfolio whenever and wherever you require it. This platform allows you to keep real time track of all your holdings in assets such as Insurance bonds, discretionary portfolios, direct equities and bonds, regular savings plans, life policies, pension plans, provident funds, real estate and mortgages, bank accounts and other assets.
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Taylor Brunswick Group 20/F, Central Tower
Tel: +852 2159 9655
28 Queens Road
Fax: +852 3010 4191
Central, Hong Kong
www.taylorbrunswickgroup.com