We provide a simple comprehensive solution to family offices, helping them to streamline their investment administration.
We partner with a number of family offices and are experienced in tailoring solutions to the specific requirements of your type of business. These include:
Balancing transparency and privacy
The complex nature of multi-layered affairs and structures
Providing excellent service to clients
With 72 hour account opening and pragmatic decision-making, our cash management services offer an alternative to traditional banking, featuring:
Digital onboarding and management of account mandates and authorities
Live foreign exchange online
Easy digital diversification of large cash balances across highly rated third party banks
Where family offices require a discretionary manager to make investment decisions, our investment team have the expertise and experience to build solutions that work for you.
Consolidate reporting of all investments in one place
Direct access to investment decision makers
A wide range of risk-rated investment products
Family offices managing their own investments can make use of our platform to streamline their administration and consolidate their reporting.
An almost unlimited range of investment options
Web portal available 24/7
Assets ring-fenced in a nominee account
Access an almost unlimited number of investment options with our open architecture investment platform.
Work with our investment team to select from a range of risk-rated products and build a strategy tailored to your unique goals.
With fast onboarding and pragmatic decision making, make use of our brand new digital bank.
