Nothing is more important to us than the safety and security of our clients’ assets. They trust us to work hard to achieve their goals, and taking steps to protect their assets is an essential part of this process.
As a boutique investment management firm, we partner with leading institutions that deliver the gold standard in the segregation of assets and ring-fenced custodianship. By working with Raymond James Investment Services and Pershing, we are able to operate with a back-office system that is used all over the world. It gives us direct access to global markets and is backed by a global standard asset nominee.
By operating in this way, we not only comply with the strict rules laid down by our industry regulators, but are also able to reassure our clients that in the unlikely event that we become insolvent, their assets are ring-fenced and cannot be used to settle company liabilities.
All our clients retain full beneficial ownership of their assets at all times. These are regularly checked and reconciled.