Understand how we support your relationships with your clients
We will always act in your clients’ best interests, offering only transparently priced products and services that match their requirements.
We are here to make your life easier and to assist you in meeting your clients’ financial needs.
Our primary role is to provide objective guidance and product and service excellence.
Our professional online banking services (POBS) provides you with the flexibility to view your clients’ accounts, statements and valuations online. Managing clients’ wealth is made easy with the ability to make payments, internal, domestic and international transfers, as well as execute foreign currency exchange. A comprehensive range of reporting services offers the means to create and export client information as and when required.
If you are not already signed up for our professional online banking services, please contact intermediary support to find out more.
If you do not see an application form that you need, contact us.
If you do not see an application form that you need, contact us.
We provide updated factsheets of all our funds every month, which includes the latest performance information as well as a commentary from the fund manager. The performance of each fund is measured against the fund’s defined benchmark, which is described separately in each factsheet.
31 Jan
| 6 mins
Sometimes an investment opportunity arises that’s simply too good to miss. By borrowing against your liquid financial assets, Lombard loans offer the flexibility to diversify your portfolio when needed, without having to sell any of your existing assets or investments or disrupt your long-term plans.
24 Jan
| 2½ mins
No new year can ‘officially’ start until our obligatory list of top articles and insights! For many of us, 2022 continued to be a challenging year. Amidst the ongoing coverage of conflict, climate concerns and more, there were, however, some brighter notes during the year.
24 Jan
| 2½ mins
The recent UN Biodiversity Conference (COP15) saw nations from around the world agree on a package of measures designed to tackle the perilous loss of biodiversity and restore natural ecosystems by 2030. Madhushree Agarwal reflects on how this global framework could support investors in redirecting capital towards more sustainable endeavours.
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