RECORD CURRENCY MANAGEMENT LIMITED is a leading financial management firm that offers expert advice and solutions to clients across various industries. With years of experience and a team of highly skilled professionals, the firm has become a trusted partner for individuals and businesses seeking to maximize their financial potential.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and solutions
- Customized investment strategies
- Risk management
- Wealth management services
- Comprehensive financial planning
Facts and Insights
As of 2021, RECORD CURRENCY MANAGEMENT LIMITED manages over $1.5 billion in assets and has a team of 50 experienced advisors. The firm has been in business for 20 years, providing reliable and efficient financial services to clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 50 | 20 years |
Financial Services Offered
- Investment management
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
Client Types
- Individuals
- High net worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
RECORD CURRENCY MANAGEMENT LIMITED follows a fee-based compensation structure, meaning that they are compensated based on a percentage of clients’ assets under management. This aligns the firm’s interests with that of their clients, as they are motivated to achieve positive returns for their clients.
Background
The firm was founded in 2001 with a mission to provide personalized and comprehensive financial services to clients. Over the years, they have grown to become a trusted and reputable name in the financial industry, thanks to their commitment to excellence and client satisfaction.
Financial Advisor Disclosures to Know
As a responsible financial management firm, RECORD CURRENCY MANAGEMENT LIMITED follows all legal and ethical guidelines set by regulatory bodies. This includes disclosing any potential conflicts of interest and ensuring transparency in all transactions with clients. The firm also follows a strict code of conduct to ensure the highest level of professionalism and integrity.