With our client-friendly online reporting platform, TSPs are able to cut their administration costs, freeing up their time for the more important things.
For TSPs, partnering with us is easy. Our team possesses vast knowledge of trust structures and we understand the challenges providers regularly encounter. These include:
Your fiduciary responsibility when it comes to investments
Managing settlors and beneficiaries
Sourcing efficient banking for your trusts
We offer bespoke investment management, tailoring portfolios to meet the needs of each trust structure. Log-in to monitor your investments with our easy-to-use reporting platform.
Transparent suitability profiling
Simple model portfolios for lower value trusts
Portfolio review and comparison service
For trusts holding pre-selected investments, our platform allows you to consolidate your reporting and monitoring all in one place.
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.
