30+
Years Experience
20+
Global Funds
100%
Client Focused
24/7
Support Available
Family-Owned
Financial Excellence
R B Wealth Management is a family-owned business focused on wealth creation and financial literacy education. Since our inception, we've offered investment funds and financial services to both private and institutional clients.
Our founder, Thomas Baron, brings over 30 years of experience across various industries and senior leadership roles, providing comprehensive financial services and investment opportunities with a conservative, reliable approach.
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Why Choose RB Wealth
Our investment philosophy is built on decades of proven experience and a commitment to sustainable wealth creation.
30+ Years Experience
Extensive investment expertise across multiple market cycles and economic conditions
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Global Diversification
Access to premier funds across Asia Pacific, Europe, and the USA
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Conservative Strategy
Focus on capital preservation and steady growth over risky speculation
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Macroeconomic Oversight
Strategic portfolio management with comprehensive market analysis
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High-Conviction Managers
Partnering with fund managers who invest their own capital alongside clients
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Educational Focus
Empowering clients through financial literacy and transparent communication
Our Investment Approach
A carefully structured fund of funds with direct management oversight and sophisticated risk mitigation strategies.
Fund Structure
Fund of Funds structure with up to 20% managed directly by RB Wealth
Focus on high-conviction managers who invest in their own funds
Global investment focus across Asia Pacific, Europe, and the USA
Diversified portfolio minimizing single-point risk
Risk Management
Dual derivatives approach for returns and risk mitigation
Daily tactical adjustments for market opportunities
Strategic positioning for Black Swan event protection
Continuous monitoring and portfolio rebalancing
Financial Services
Tailored financial services designed to meet your unique needs and goals.
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Financial Advice
Personalized financial advice through varying life events and wealth creation plans
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Wealth Planning
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Life Event Guidance
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Portfolio Strategy
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Risk Assessment
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M&A Advisory
Comprehensive mergers and acquisitions support
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Due Diligence
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Deal Structuring
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Agreement Negotiation
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Post-Merger Integration
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Consultancy Services
Professional financial and business consulting services
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CFO Contracting
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Financial Services
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Treasury Management
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Forensic Accounting
Specialized Advisory
Tailored advisory services for complex financial needs
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Debt Restructuring
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Strategic Planning
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Custom Solutions
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Best Resources
Meet The Experts
A family team with decades of combined experience in investment and financial services.
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Thomas Baron
Founder & Chief Investment Officer
Over 30 years of experience across various industries and senior leadership roles. Expert in comprehensive financial services and conservative investment strategies.
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Dominic Baron
Research Analyst
Responsible for exploring and evaluating mutual and hedge fund opportunities globally. Focuses on identifying high-conviction managers and emerging market trends.
Ready to Build Your Wealth?
Let's discuss how our conservative investment strategies and comprehensive financial services can help you achieve your financial goals.
Contact Information
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Address
Mount Albert, Auckland, 1025, New Zealand
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