Provider of integrated investment, custody and settlement services intended for investment managers and independent financial advisers. The company acquires asset managers with the aim to bring proper execution and administration to the asset and wealth management sector, thereby providing central investment propositions and discretionary fund management services to its clients.
Operator of an integrated investment and wealth management firm intended to serve investors. The company offers wealth management, administration, compliance and advisory services, enabling financial advisers and their clients to take control of their financials and reduce their financial risks.
Provider of wealth management services intended to help people, families, businesses and charities to organize and grow their wealth. The company offers various services such as pension advisory, financial planning, inheritance tax planning, investment management, mortgages and wealth management, enabling clients to reach their financial goals and create a secure financial future, from buying a home to planning for retirement.
Provider of extensive wealth management, investment management, and financial consulting services that power independent financial advisers and their clients. The company provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with the client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. In addition, the company's platform provides tools and capabilities for advisers to better manage their day-to-day business activities, thereby giving them more time for meaningful conversations with investors.