We work with you to make managing your investments
as easy as possible.
To give you confidence in your selected strategy, you’ll gain direct access to our team of investment decision makers as well as 24/7 online reporting. Our service also includes:
Transparent suitability and profiling report
Simple model portfolios for lower value trusts
Support with or without your preferred third party advisor
For individuals who do not require our investment management input, our platform could help you to consolidate your reporting in one place and streamline your administration.
An almost unlimited range of
investment options
Web portal available 24/7
Assets ring-fenced in a nominee account
Where pension private clients have specific cash management requirements, our treasury service could be of use. Our solution features:
Fast 72 hour onboarding
Transparent and fair pricing
Easy monitoring and reporting
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, use our cash management solutions as an alternative to your bank.
