Dealing & custody

We have our own in-house dealing capability that allows us to trade in a broad range of instruments, either for our discretionary, advisory or execution only clients. This includes:
  • Deposits
  • Currencies
  • Most global equities
  • Fixed income
  • Investment trusts
  • Unit trusts
  • Open Ended Investment Companies (OEICs)
  • Exchange Traded Funds and iShares
  • Hedge funds
  • Private equity funds
  • Options and futures

We also provide clients with settlement and custody services that can be used in conjunction with our portfolio management and dealing services or, for clients of our offices in the Channel Islands, in conjunction with services offered by other intermediaries.

The benefits of this service include the safeguarding and efficient administration of your assets through our network of sub-custodian banks worldwide or by the registration of assets in the name of our nominee companies, including for example, trade settlement and registration, income collection, and corporate events.

If you would like to discuss how we can assist you further please contact us on

Tel: +44 (0)20 32077400 or email