Our unique combination of financial and legal services...

Our Asset Management services:


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.

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.