Our Solutions

We act as your independent adviser alongside the custodian banks you choose. From opening your account to arranging credit, deals, and custody across multiple institutions.

Our Advisory Scope

Four licensed activities, each carried out with institutions you select.

Arranging Credit and Advising on Credit

Lombard and structured lending against your existing portfolio, negotiated directly with the bank holding the collateral.

Arranging Investment Deals

Access to primary issues, private placements, and structured products, arranged directly with the institutions offering them.

Arranging Custody

We handle the account-opening process end-to-end, selecting the right bank and preparing the necessary documentation. We then guide you through onboarding and compliance until the account is opened in your name.

Advising on Financial Products

Independent assessment of what you're being offered that best suits your profile.

Why an External Asset Manager

An external asset manager sits between you and the banks. You hold the account and the assets; we hold the mandate to advise on them and to deal with the institutions on your behalf.

We handle the account opening end-to-end, selecting the right bank and preparing the documentation. We then guide you through onboarding and compliance until the account is opened in your name.

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