Products & Services

Delivering a growing range of world-class financial services to clients across the globe.

At Clifford Rosler Management, we provide a diverse range of services to help our clients get the most from their wealth.

Investment Management.

We take the time to get to know you and your circumstances so we can recommend a global, diversified investment approach tailored to your needs. We can be as hands-on as you need or simply provide transactional capabilities for experienced investors.

Retirement Planning.

Our financial planning process helps clients develop a comprehensive plan for retirement or other life goals. We develop tactical strategies that help clients take charge of their financial future and the financial future of their families.

Wealth Protection.

We take the time to get to know you and your circumstances so we can recommend a global, diversified investment approach tailored to your needs. We can be as hands-on as you need or simply provide transactional capabilities for experienced investors.

Financial Management.

Our investment teams are skilled at managing money to produce positive returns with risk tolerance matched to your requirements. Using our proprietary technology and in-depth research skills, we monitor market conditions and adjust portfolios when appropriate, so you know your portfolio is always working for you.

Intergenerational Financial Management.

We provide intergenerational financial management services for ultra-high net worth individuals and their families. We help them with their succession plans, provide advice on gifting, family governance, and evaluate the impact of future investment decisions on family wealth.

Social Care Planning.

We provide advice on the social care choices available to you. For example, should you plan today for your future care needs? What does this mean for your family and dependents - do they need to know about it? Social care funding options exist that can help protect the value of your estate.

Advice For Businesses.

Whether you are part of an established business or are looking to start a new enterprise, we can provide the financial planning services you need to succeed. We develop detailed plans to help you bring your ideas to life. We also offer advice on estate planning, wealth transfer, and business succession.

Need Something Else?

This is not an exhaustive list of the services we provide but rather an indication of the areas we can help you in. To learn more about financial management, financial planning, investment management, or any other service you require, please get in touch with us at your earliest convenience.

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