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