Working with intermediaries
Our expert investment solutions are designed to help you grow your business and meet the needs of your expat clients in the EU.
Discretionary Fund Management
Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
Our offering spans direct equities, offshore bonds, and sustainable investment solutions. We provide pension wrapper services, and portfolios that comply with Passive Foreign Investment Company (PFIC) rules for US tax liable individuals.
Our bespoke and impartial service gives you more time to focus on your clients’ financial planning needs.
Global Investment Service
Our Global Investment Service (GIS) has been designed for advisers looking for a cost-effective way to meet the needs of their expat clients.
We offer a range of ready-made portfolios, each aligned to a specific investment objective and attitude to risk. Simply choose the portfolio that best suits your client’s needs and we’ll do the rest. We’ll tactically adjust the portfolio each month to reflect our in-house views on the right mix of assets for the prevailing market backdrop.
Available from just £150,000 (or currency equivalent), GIS is a simple way to help your clients grow their wealth over the long term.