Supporting you and your clients
Our experienced team of private bankers and wealth planning specialists offer you the levels of service you’d expect from an award-winning boutique firm.
We are the trusted partner of trustees across the UK, Isle of Man, and Jersey, working with clients from all over the world and we’re dedicated to providing a seamless and stress-free experience.
Working with you
Proven expertise in helping trustees just like you
Our dedicated and experienced relationship team understand the needs of trustees and the more technical aspects of managing wealth structures.
We offer a full suite of wealth services catering for trustee needs. One application form gives you access to multi-currency banking and deposits, in addition to execution-only investment trading and custody services.
Our excellent discretionary investment management service covers the full risk spectrum, and we support you further to help reduce trustee administration relating to portfolios.
In addition, our Jersey based Treasury team is available to assist you with cash management and foreign exchange trading.
Full service range
The services we offer trustees include:
- Ensuring portfolios remain liquid even when financial markets are volatile
- Providing lending solutions to help with short-term cashflow needs or longer-term borrowing requirements
- Offering segregated and unitised discretionary portfolios depending on trustees’ bookkeeping requirements
- Private banking services for the trust and any underlying companies, as well as the beneficiaries and settlors
- Managing currency risk through our in-house treasury team
We also submit our portfolios to the team at Managed Portfolio Indices, the STEP member service, and to Asset Risk Consultants. These allow trustees to fulfil their fiduciary responsibilities more easily with regard to monitoring and investment performance.
Find out more about us as a firm and how we can help you and your clients. Call Andrew Simpson on +44 (0)7384 513225 or email [email protected].
