Clients
Two audiences, equally important to us: private wealth and professional market participants.
Private clients and family offices
Entrepreneurs, company owners, senior executives, private investors and multi-generational wealth holders, together with the family offices, external asset managers and advisers who represent them.
What matters to you
- Preservation and intelligent growth of capital
- Access to multiple asset classes and markets through one relationship
- Discreet, dependable service and direct access to experienced professionals
- Confidence in the regulatory and operational framework
- Research, strategic insight, and portfolio and risk-management support
- Transparent costs and processes, and fast, competent responses
You should never feel like a standardised retail client. Service, communication and solutions reflect your circumstances, experience, portfolio and preferred way of working.
Professional traders and sophisticated investors
Professional traders, active private investors, portfolio managers, fund principals, wealth managers and experienced derivatives traders, including clients with substantial portfolios or high trading volumes.
What matters to you
- Reliable execution and competitive pricing
- Access to a broad range of instruments and quality counterparties
- Professional trading infrastructure, market data and analytics
- Responsive dealing and support teams
- Flexible account and reporting structures, with appropriate risk controls
- Access to less standardised opportunities and investment solutions
Trading, reporting and relationship management are integrated, so you are not handed between disconnected systems and teams.
Family offices and wealth managers
We support authorised representatives with consolidated brokerage relationships, execution and reporting, customised account structures, and professional communication across complex ownership and investment arrangements.
Emerging investors
We also work with a smaller number of emerging affluent investors who want a more advisory-led relationship: guidance on portfolio construction, strategy selection, risk awareness and structured access to financial markets, with progressively more sophisticated services as the relationship develops.
Acceptance criteria, service levels and product suitability vary with a client’s experience, capital and objectives. Minimum relationship sizes apply and are discussed individually.
Becoming a client
Introductory conversation
We discuss your objectives, experience and how you prefer to work, and we tell you plainly whether we are the right partner.
Suitability and documentation
Client categorisation, suitability or appropriateness assessment, and identity and source-of-funds verification, organised to respect your time.
Account structure and access
Accounts, mandates and reporting are set up to match your structure, and you receive access to the client portal and your relationship team.
An evolving relationship
Services, access and capabilities develop as your capital, experience and requirements grow.