We deliver a tailored Custody and Execution-Only service for Individuals and Families who prefer to have more control over their investments, as well as Institutional Partners.
Our Custody and Execution-Only offering
.webp)
We work closely with EAMs and Family Offices to provide a complementary offering that supports the service they deliver to their clients and families. Our service is delivered by a dedicated team who understand the demands placed on our partners - not just by complexity, but by the expectations of Principals themselves. Sitting alongside our partners, we offer banking, custody, and execution solutions - allowing them to focus fully on the relationships and wealth outcomes their clients expect.
For clients who wish to manage their own investment decisions, while accessing institutional-grade execution services, combined with Private Banking service levels, we provide a fast, personal and secure Execution-Only offering.