How We Operate
Assets continue to be held in your name or in the name of your chosen investment vehicle (trust or company structure) at the designated custodian bank.
You authorise us to assume investment control on your behalf, however you retain full control of your funds at all times. Our authority is limited to making investment decisions for you. We are unable to withdraw funds from your account
We Value Our Independence
Each client has an individual account opened in their own name with a bank or broker of their choice. This can be the existing provider or we can recommend the best custodian for your assets.
All our clients have the significant benefit of being able to select from a list of top-tier investment banks and brokers for the custody of their assets. Clients can also make use of our mail-held facility.