Strength & Stability
We use the largest custodian in the world BNY Pershing. All accounts are opened and held in the client’s name, whilst we act in an advisory capacity.
They work behind the scenes to protect client assets through rigorous internal control measures, safekeeping, servicing, reporting and segregation.
This arrangement ensures that:
- Transactions are fully reportable and transparent
- All holdings are segregated and independently monitored
- Clients maintain direct ownership of their assets
Our partnership allows us to combine tailored advisory services with institutional grade infrastructure and security that clients expect.
This custodial arrangement is reflective of our ongoing commitment to secure administration and transparency of client assets.
A link to our document can be found here.
The protection of client assets remains at the centre of our focus
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If you have any questions or would like to talk about our products or services, one of our expert team would be delighted to answer your call or email.