For our corporate and intermediary clients, we have a number of services and tools that can help manage your clients' portfolios.
Firstly, our dedicated client services team is on hand to help you with any queries. We focus on providing investment solutions for everyone. For our introducers, this means that we can offer tailored and flexible investment strategies, accommodating lower to higher risk profiles starting from £5,000.
Our online portal allows secure access to view all of your client portfolios in one central place. You will find live portfolio positions along with more formal valuation reports, which are available to download in a format that is convenient to you.
We work with a range of financial intermediaries
- IFAs
- Trust companies
- Lawyers
- Accountants
- Family offices
- Charities
- Third party introducers
Our focus is on providing you with a service that best suits the needs of your individual clients, or the charities or organisations you represent.