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Our Services

“We’re bringing the world’s financial markets to North Wales so the city of St Asaph really is connected to the City of London”

  • The buying power of a global company
  • Investment tools and research
  • New business processing
  • Dealing and settlement services
  • Direct market access as they are an LSE Member Firm
  • Ability for our clients to borrow against their portfolio**
  • Interest earning Cash Account
  • Investment administration
  • Revenue processing
  • Secure online account access
  • Consolidated client reporting
  • Tax reporting
  • Multiple tax wrappers
  • Broad range of asset classes
  • Custody and security of assets through multiple custodians
  • Management information
  • Data export capability
  • In specie transfers

** Further details available upon request