This firm was one of our first clients and was originally the Private Client department within a firm of Solicitors. They started by using our Dealing service to execute their clients' deals in a cost effective manner.
Over the past 15 years, the firm has grown to become a successful independent wealth management company with funds under management in excess of £600m. They now also use our Lawsafe, Dealing, NetResearch and International Custody services.
Our approach with this client has been to work in partnership with them to understand their strategy as their business grew and became independent. As their requirements changed we have been able to offer new services and have integrated these successfully into their business model. This has allowed them to keep their costs and overheads low at a time when they have been concentrating on expanding their business.
We are proud of the relationship that we have built and are currently working with them to utilise FundService.