Custody

In managing your clients’ investments, we do not hold their cash or assets directly. Unless you have arranged for us to manage your client’s portfolio on a platform, a number of third parties will take custody of their assets and provide the dealing and related settlement services.

Our unique combination of financial and legal services…

These third parties are:

  • Winterflood Business Services
  • Old Mutual Wealth
  • Standard Life/Elevate
  • Transact
  • Ascentric
  • Novia

If you would like a more detailed breakdown on this, please get in touch.

Portfolio Review Service

Get a bespoke review and advice on your existing investment strategy.

Our portfolio review service is an independent evaluation of the investment strategy and performance of your current investment manager after costs, and how this compares to the industry generally.

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