Our Partners

Recognising that administration and security are as important to our clients as the investment returns we generate, we work in partnership with leading financial services groups.

  • Pershing Securities works behind the scenes to provide the people, service and technologies that help make successful investments possible. It delivers a comprehensive range of trading, clearing, custody, financing, portfolio reporting and Information Technology services to investment professionals, through a framework of more than 4300 staff.
  • Raymond James Investment Services forms part of a Top 10 US Investment Group with assets under management of $372bn (May 2012). A member of the London Stock Exchange, RJIS aims to offer advisers the broadest range of administration services, using the very best companies in the market, to help investment managers deliver to clients a complete, integrated wealth management solution.