Wealth Management Advisory

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Our Services to IFAs

Our wealth management works closely with many leading Independent Financial Advisers (IFAs) to help them provide advice, products, and services to wealthy clients. Our wealth management also assists IFAs to address client needs through the discreet provision of back office support functions.

Products and Services for IFAs

We can assist with brokerage, including electronic access, and online trading for IFAs and clients. We can provide access to capital markets and investment products in almost every exchange in the world. We can also arrange custodian bank accounts. Our IT and infrastructure services are designed to work seamlessly with IFAs, allowing for online account management by both IFAs and clients.

Transactions through this service is both convenient and secure as IFAs are bound to the Financial Services Authority rules, which obliges them to provide advice that is most suited to your personal requirements and your risk outlook.

       

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