We have enjoyed a long and successful track record of working in partnership with our clients’ Independent Financial Advisers.
We believe we can add value to that primary relationship between client and IFA with the inclusion of our expertise in discretionary investment management in the overall financial proposition.
We can also lift some of the regulatory and administration burden from you through our partnership with Raymond James, whose robust administration and reporting platform will provide the client facing documentation you need. Their affiliation with Pershing Securities Ltd, who act as Custodian, also provides a safe and secure process for the handling of all client monies. For further details, please see our ‘Best of Both’ sheet.
You will be kept fully informed and with easy access to the investment management team at Charlotte Square. Our Edinburgh office is the sole point of contact for all IFA and client enquiries, and this is where all investment decisions are made.
Through our relationship as a commercially independent branch of Raymond James, you will be provided with access to dedicated reporting tools, secure online access to portfolio information, contractual agreements, data export tools and an efficient system for payment of your fees direct to your account.
Our aim is to ensure a smooth and professional working relationship – with your client at the core.