We can give you access to our investment platform and can structure discretionary or advisory mandates, carefully structuring a portfolio designed around your short, medium and long term financial objectives – without compromising on performance or security. When you're considering new investment opportunities, our aim is to help preserve and maximise your client's wealth by understanding the associated risks. We can offer you a wide range of investment solutions to suit your financial requirements.
- Suitability assessment and asset allocation can help to build a diversified portfolio with the aim of minimising volatility and maximising returns.
- Our Third Party Fund recommendations are based on rigorous fund manager due diligence and advanced selection techniques, along with active performance monitoring.
- Tailor-made third party structured notes.*
- Alternative investments including property funds and hedge funds.*
* Subject to minimum investment amount and availability