Our investment-only platform offers an extensive range of cost-effective index-tracking products through to innovative DC solutions funds, together with third-party funds.
- We can provide clients with:
- a full range of transition services including pre-funding, re-registration, in-specie, efficient restructuring, matching/crossing and derivative use
- project managed implementation
- white labelling and blending at no additional cost
- fully customisable tolerance and rebalancing strategies
- blend of blends and tiered fund structures
- allocation specialists to manage complex blends including use of illiquid components
- Smart Cashflow
- efficient STP processing within a single day operating cycle
- intraday switching with no settlement mismatch
- bespoke factsheets
If you would like further information or to discuss client specific solutions, please contact us.