The business servicing our Wealth Management clients is known an Platform Solutions.
This business provides both technology and outsourced administration services to our growing client base.
Our New Generation Technology is designed to allow the intermediary and/or the end investor to take full control of their investments through the high levels of self service. Driving up service quality and driving down operating costs.
Our Administration Services is not a 'one size fits all' solution. Our flexible approach to administration services gives clients choices to fit their service model.
This is currently a UK based business with offices in:
We also have an office in Southampton is coming (end of 2016).