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

Connected Wealth, Richardson GMP’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
Animal Spirits
Author: Richardson GMP
In this week’s Ethos we take a look at how the market’s mood, or aggregate market participant’s moods, change over time with vario... Read more
'Tis the season
Author: Richardson GMP
Earnings season is underway and in this Ethos we share some thoughts on earnings expectations, trends, the impact of the dollar an... Read more
Static vs. Tactical
Author: Richardson GMP
In this Ethos we explore the benefits and weaknesses of adopting either a static approach to asset allocation or one that is more ... Read more
EM - Not now thanks
Author: Richardson GMP
Emerging markets offer attractive long term growth prospects but we currently remain underweight. In this Ethos we share the basis... Read more
Active vs. Passive
Author: Richardson GMP
In this week’s Ethos we revisit this long standing debate with some updated data from S&P. Even with 2018 being a down year, passi... Read more

Bridge

Investment strategies
Connected Wealth 

 

Get our latest portfolio updates and investor materials.


Purpose Behavioural Opportunities Fund

Purpose Tactical Asset Allocation Fund

Purpose Core Equity Income Fund

SMA Mandates

Monthly Market Monitor (M3)

 

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

15 April 2019
'Tis the season
View article

8 April 2019
Static vs. tactical
View article

Sign up to have Market Ethos delivered directly to your inbox.
 

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.

April 2019
Economic Gravity
View Article

February 2019
The Great Recovery
View Article

January 2019
Punch Bowl Hangover - 2019 Outlook
View Article

 

 

 

 

Daily market commentary - The Launch Pad