RSM International is a global top 10 network of international accounting and consultancy firms offering professional services, international corporate finance, corporate recovery, international tax and business advice services and forensic audits. These services are offered to companies in their own markets and internationally in over 70 countries.

Worldwide offices

London 09:10 New York 04:10
Hong Kong 17:10 Tokyo 18:10
Worldwide time zones

Did you know?

Auckland has the largest number of boats per capita than any other city in the world

Investment Advisory Services

Our Investment Advisory Services focus on providing financial management to business owners and high net-worth individuals. Using both our institutional passive asset class funds and our preferred active managers and funds, we help you implement a disciplined, long-term investment strategy that is not only sensible and logical, but is cost effective to develop and maintain.

Our Approach

We strongly believe that Modern Portfolio Theory (MPT) provides the foundation to develop prudent, long-term portfolios for you. The world's leading financial economists conducted ongoing research resulting in the formation of MPT the tenets of which include building an optimal mix of diversified investments that may react differently in various market environments. Gains in one investment may help offset losses in another. This reduces the likelihood of incurring significant losses during any market cycle.

You will receive:

  • A personal investment policy based on your assets, long-term goals, and, if appropriate, the value of your business assets.
  • Implementation of specific investments to match your asset allocations strategy.
  • Performance tracking of your portfolio.
  • Rebalancing of your asset mix when appropriate.
  • Quarterly meetings with your planner to update you on your portfolio and, if necessary, realign
  • your investments. At year-end, we will analyse your unrealised gains and losses, and suggest
  • appropriate strategies.