Technology

Investing in technology to enhance your experience.

In the same way that we invest in the best people to deliver the best service, we also apply this rationale to our choice of technology.







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In the same way that we invest in the best people to deliver the best service, we also apply this rationale to our choice of technology.

A sophisticated technology platform

Provided by Pershing, who are part of BNY Mellon, this fully integrated wealth management platform delivers industry leading capabilities across a whole spectrum of services - from trading and execution, through settlement and custody, to investor reporting.

This means that we have complete access to all the resources, knowledge and experience of a business that truly understand wealth management whilst providing cutting edge functionality within a robust and secure system. This allows us to manage your portfolio with the utmost confidence. Confidence in the process, confidence in the security of client assets and confidence that we have the best technology and resources to enable us to deliver the highest standards of service and generate superior investment performance.

Our digital client portal provides you with immediate access to all portfolio documentation in a modern, secure and central location to give you peace of mind and ease administration for you. To enhance your experience, there is interactive access to key investment information such as performance analysis and investment summaries as well as viewing account statements and portfolio reports.

Investing in the right technology and the right people allows us to more fully focus on you, helping you meet your long-term financial goals and life aspirations.