Achieve what matters

Investing is a means to an end: your financial well-being

Investing is not an end in itself. It's a tool, a means to meeting your life goals. From funding three daughters' weddings to planning for an enjoyable retirement, Russell Investments' bespoke wealth management services, together with your adviser, can help you achieve the things that matter the most to you.

Your financial adviser will guide your journey

No one is better placed than your financial adviser to understand what you want to accomplish and to develop a plan to get you there. That’s why face-to-face meetings with your adviser are so important. It’s about developing a strong, long-term relationship built on trust.

Russell Investments by the numbers

1936

Founded in Tacoma, U.S.A.

1979

London office opened

3000+

Research meetings held each year with investment managers around the world

£183 bn

assets under management

20+

Offices worldwide

But what does this mean for you?

With over 75 years’ experience of investing for individuals, companies, charities and government organisations around the world, Russell Investments has developed a strong, stable business and tried and tested wealth management services. This means you can benefit from one of the most valuable commodities that an investor can have: the reassurance that your money is in the best hands possible.

The Russell Investments Wealth Management Process: Delivering a quality experience

The Russell Investments Wealth Management Process is designed to give you a framework that you can use to manage your client relationships. The Process will give you the tools and support you need at every step of the way.

  1. Understand what matters

    Everyone is different. Your adviser can use our unique Vision Document to help identify what really matters to you. What you want to achieve. The risks you are prepared to take. The risks you aren't. This will give them the information they need to develop the best plan for you.

  2. Develop a bespoke plan

    Like any plans—from how to get somewhere to how to put up some shelves—the best are communicated in clear language. There are a range of tools that can be used by your adviser to design a bespoke plan for you, and then to explain it in a way that makes sense.

  3. Start the journey

    Russell Investments has a range of investments to suit you. These can be further tailored by your adviser to exactly match your own plan and where you are on the way to achieving your objectives.

    Find out more about our investments here

  4. Keep on track

    The Russell Investments Wealth Management service includes tools to help your adviser determine whether your investments are still on track. Of course your objectives may change, in which case your adviser can adjust your investments as necessary. It's not just people who change though. The markets can be just as variable, which is why will we ensure your adviser has relevant market updates at their fingertips.

 

Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.
The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.

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