Sustainable, collaborative partnerships
External Asset Managers have unique needs that must be met to protect your clients' financial legacies. We deliver a partnership that adds value for you and your clients by providing a broad set of capabilities to make you their trusted steward of generational wealth. Our secure platform enables you to manage your clients’ investments, access online trading, and monitor and report back using our online reporting system.
Our main objective is to save you time and meet your requirements quickly and effectively by crafting bespoke external asset management solutions for your clients and streamlining your administrative tasks.
Client-centric service
One-stop solution
Offer your clients a one-stop solution, differentiated through your expertise and understanding, where banking and investment management are taken care of in one portfolio so that you can deliver the highest levels of service.
Research and investment insight
We blend data, wisdom, diverse perspectives and deep experience to create foresight and investment opportunities that deliver long-term growth. Our ability to understand the global system and local operating environment helps us make more powerful decisions.
Curated and outstanding investment products
Access the best opportunities locally and offshore through disciplined investment strategies aligned to your clients' needs. You can expect a dedicated investment manager and support team as well as out-of-the-ordinary levels of service.
It all starts with a conversation