Wealth Management

Like most of our clients, the accumulation of wealth will have been achieved with a not inconsiderable amount of hard work, sacrifice and discipline. The prospect of serious or complete erosion of this wealth is understandably unpalatable and this is why it is essential that you ensure the credentials of those to whom you would entrust it.

Greenwood Trading's wealth protection ethos is one that examines all of your assets - physical and intangible – and develops a personalized plan which addresses the risk to each.

Regardless of what you wish to do with your accumulated wealth, it is our solemn duty to ensure that it is protected from unnecessary risks.

Greenwood Trading seeks to exceed our clients' investment return expectations but without exposing them and their money to unmitigated risk in the process.

Our principles of investment management are:

  • Create and maintain value via prudent asset allocation
  • Reduce portfolio volatility through proper diversification
  • Supervise client portfolios whilst remaining within the parameters set down during initial consultation