Wealth Management Service
|
|
- Alban Lynch
- 5 years ago
- Views:
Transcription
1 Wealth Management Service Geneva, April 2016
2 What is it? Technologically advanced offshore investment platform launched in October 2015 Multi-currency reporting and holdings USD, GBP, Euro, HKD, CHF and AUD Custodian is BNP Paribas in Jersey, C.I. Underlying technology from GBST, one of the leading solutions internationally
3 Who are we? UK business headquartered in Bath Senior management team have been developing platforms since 1999 Novia Global is the 5 th platform they have overseen They delivered Novia Financial to the UK which now has 4bn AUM and is profitable! Significant experience and knowledge of the platform market Millions invested in the design and technology of Novia Global
4 Target markets International Advisers Trust Companies UK Advisers with Ex-Pat Clients Private Banks
5 Which jurisdictions do we support? Europe Switzerland Channel Islands Isle of Man Hong Kong Cayman Islands
6 Is the timing right? The offshore market is still dominated by expensive bond products with opaque charging structures There is little competition in the global platform market that offers this level of experience and committed investment. Regulatory change is gathering pace and RDRstyle regulation is favoured by many jurisdictions. > Crown Dependencies > Hong Kong > Netherlands > South Africa
7 Funds Management Groups c55 Fund Managers c1200 Funds c3300 share classes Retail and Clean More Fund Manager agreements being progressed every day Stockbroker (Winterfloods) integration for ETFs and Equities expected April 2016
8 Discretionary Management DFM proposition launched with MitonOptimal, Copia, Marlborough, Smith & Williamson and Tavistock Advanced discussions with large name and boutique DFMs Utilise the Model Portfolio Manager system to run risk based models - gives Intermediary choice and control at the touch of a button Reduce the costs of running DFM portfolios for clients with fees from 0.25% pa
9 Client on-boarding process Intuitive, white-labelled, technology site Electronic applications and submissions take minutes no paperwork unless absolutely necessary Automatic generation of application summary, payment details and welcome letters Online filing of documents under client account AML and ID via secure
10 Dashboard
11 Client Summary Page
12 Research and tools Providing easy access to a vast amount of clear and concise fund information that supports the research process Simplifying asset selection through sophisticated filtering Making both business and client reporting available at a press of a button Giving clients the ability to monitor their portfolios and valuations whenever they require
13 Fund Comparison Report
14 Model Portfolio Manager System for running models DFM or intermediary with the appropriate permissions Create and launch on your account within minutes Link and delink clients at the touch of a button to ensure they stay aligned to the correct risk profile Run models in different portfolio currencies
15 Risk Profiler Supports Intermediaries in their fact-finding process Stand alone tool to help identify a client s attitude to investment risk Risk Assessment Questionnaire provides a risk score between 1 and 10 Produces a pdf report that includes: > the client s responses > a risk score and explanatory notes > the ability to include bespoke commentary > a client declaration
16 Reports
17 Charging Types Retail pays trail 1.0%pa (Charging type A) Retail and Clean client agreed intermediary fees. Rebates paid into the client s account (Charging type B) Clean client agreed intermediary fees (Charging type C) Intermediary fees > Up to point of investment > Up to 2% pa on B & C
18 Key Benefits Straight Through Processing 24 Hour online trading Administration in Bath (UK expertise) Detailed Client Reporting Model Portfolio Management & Research Tools Investor Zone
19 This presentation is to provide information to help financial intermediaries in their decision-making about wealth management service providers. The information should not be considered investment advice, a financial promotion, a recommendation or an offer or solicitation to buy or sell any security. While we use all reasonable efforts to ensure that this information (either supplied by us or others) is current, accurate and complete at the date of publication, no representations or warranties are made (express or implied) as to its reliability, accuracy or completeness. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in reliance on, information in this presentation.
Why the Novia Global Retirement Plan? Novia Global Wealth Management Service
Why the Novia Global Retirement Plan? Novia Global Wealth Management Service Effective June 2016 The Novia Global Retirement Plan (the Novia GRA ) combines the benefits of a Maltese QROPS with the capability
More informationTowerstone Partners. Table of contents
Towerstone Partners Table of contents Targets Expats With New Offshore Platform wealthbriefing.com, 02 Feb 2015,, Journalist: Not Credited targets expats with offshore platform portfolio-adviser.com, 30
More informationNovia Global Due Diligence Pack
Novia Global Due Diligence Pack October 2015 / Documents Sections / About this pack / History and background / Availability of our service / Features of the service / Implementation and support / Security
More informationGlobal Investment Platform
Global Investment Platform Charting your future course Novia Global Ltd is an international online wealth management platform. We provide market-leading technology, enabling Professional Advisers to invest
More informationyou to build your wealth
Working you with to build your wealth The wealth management relationship you want When you re choosing a Wealth Manager to look after your money, you need to be sure they will listen to your requirements
More informationOrder Execution and Dealing Policy
Order Execution and Dealing Policy Introduction Who does this policy apply to? This policy applies to both retail and professional clients. It deals with Order Execution and Dealing for both clients that
More informationInvest in your future
Summit Summit Invest in your future Invest in your future fpinternational.com Taking control of tomorrow We can t predict the future, but Summit can help you prepare for it. Summit is a lump sum unit-linked
More informationyou for your clients
Working you with for your clients A partner you can depend on 2 When you re choosing a partner to help you manage your clients wealth, you want to be confident that their investment process is rigorous,
More informationthe discerning investor The Executive Bond offers you a high-powered portfolio that puts you in the driving seat.
the discerning investor The Executive Bond offers you a high-powered portfolio that puts you in the driving seat. For Professional Investors not resident in the UK giving you ultimate investment freedom
More informationFor professional investors only. Achieving precision with BMO ETFs
For professional investors only Achieving precision with BMO ETFs BMO Global Asset Management intelligent about Exchange Traded Funds (ETFs) At BMO Global Asset Management, our focus is on the provision
More informationPersonal Investment Management Service Brochure
Personal Investment Management Service Brochure 1 smart investment solution with access to 1,000s of funds, looked after in a place with 1,037 years of political stability could make for 1 happy client
More informationInsurance Asset Management
Insurance Asset Management September 2017 For professional investors only. Not suitable for retail clients Insurance Asset Management is a hub of expertise within Schroders, connecting insurance clients
More informationBNP Paribas Securities Services
BNP Paribas Securities Services Jacques-Philippe MARSON Chief Executive Officer 8 November 2007 1 Presentation overview Key Figures Business Model Market Dynamics Growth Perspectives 2 # 1 in Europe Top
More information2013 Final Results For the year ended 31 December 2013
Value Partners Group Limited Incorporated in the Cayman Island with limited liability A company listed on the Hong Kong Stock Exchange Stock code: 806 HK 2013 Final Results For the year ended 31 December
More informationSchroders H1 Results. Data Pack July 2016
Schroders 2016 H1 Results Data Pack July 2016 Contents Page Assets under management (AUM) 2 Regional diversification of AUM 3 Gross sales and net flows 4-5 Currency profile of AUM 6-7 AUM diversification
More informationIntroducing Exchange Traded Funds
Introducing Exchange Traded Funds Wealth International At Momentum, we continually strive to enhance our investment offering to meet the needs of our investors. We have a proud heritage of providing an
More informationAnnual Results 2017 Data pack
Annual Results 2017 Data pack Contents Asset under management and administration (AUMA) 2 Regional diversification of AUM 3 Gross sales and net flows 4-7 Currency profile of AUM 8-9 AUM diversification
More informationTo us there are no foreign markets. Managed Portfolio Service. Dynamic solutions in an ever changing world
To us there are no foreign markets. Managed Portfolio Service Dynamic solutions in an ever changing world N38º41 58 W109º42 9 INVESTMENT OUTCOME NEW BEGINNINGS, USA Your world isn t confined to a single
More informationHCL Investment Services Ltd Investment Proposition
This Guide outlines the investment proposition that HCL Investment Services Ltd has put in place for its clients. It is a proposition which we believe can add significant value to an individual s investment
More informationDiscretionary Fund Management
Discretionary Fund Management Bespoke portfolio management for private clients For professional advisers only. Not for distribution to retail investors. Our proposition Putting the client first is a cornerstone
More informationInvestment Platforms. Your Solution to Investing
Investment Platforms Your Solution to Investing Investment Platforms Introduction The Fund Platform provides a solution offering access to an unrivalled choice of offshore mutual funds, pension schemes,
More informationOur continued success is reliant upon achieving our clients investment objectives.
Strategic report Strategy and business review Our business model starts with our clients. Our continued success is reliant upon achieving our clients investment objectives. It is only by demonstrating
More informationAsia Pacific Indices 1
Asia Pacific Indices 1 As a global index provider, IHS Markit s award winning indices cover a wide range of asset classes and instruments, from fixed income to credit derivatives to equities. The world
More informationExpert wealth planning for. your future
Expert wealth planning for your future What is wealth planning? 2 Wealth planning (also called financial planning) is an expert service that looks at your wealth and financial arrangements as a whole,
More informationPersonal Investment Management Service The Facts
Personal Investment Management Service The Facts Contents Introducing PIMS 2 Purpose 2 Description 2 Availability 2 PIMS features 2 Policy basis 2 Sub-policies 2 Policy currencies 3 Minimum premium levels
More informationSchroders Annual Results. Data Pack March 2017
Schroders 2016 Annual Results Data Pack March 2017 Contents Page Assets under management and administration (AUMA) 2 Regional diversification of AUM 3 Gross sales and net flows 4-7 Currency profile of
More informationPlatform Investment Treasury. In a world of infinite possibilities, how do you build the future you want?
Platform Investment Treasury In a world of infinite possibilities, how do you build the future you want? Proudly shaping financial futures At Capital International Group we use our decades of experience
More informationWe are ready to assist
We are ready to assist For any queries you may have, please feel free to contact your PPS Investments accredited financial adviser or the PPS Investments Client Service Centre using the following details:
More informationSignature Perspectives Dynamic Global Asset Allocation
Signature Perspectives Dynamic Global Asset Allocation Signature Funds Portfolios Dynamic Global Asset Allocation As of 30 June 2012 Performance Review Investment Objective Seeks capital appreciation over
More informationAIFM OR UCITS: WHICH OFFERS THE GREATEST ECONOMIC OPPORTUNITIES?
APRIL 15TH 2015 AIFM OR UCITS: WHICH OFFERS THE GREATEST ECONOMIC OPPORTUNITIES? REGULATION: BALANCING INVESTOR PROTECTION AND PERFORMANCE POTENTIAL FOREWORD 2 1 4 REGULATION DOES NOT DETERMINE WHERE THE
More informationSeptember Prisma Platform. The complete solution for you and your clients
September 2015 Prisma Platform The complete solution for you and your clients Enhance your advice process Prisma, Zurich s market leading investment, communication and administrative platform is built
More informationMoving forward with our global wealth management strategy
Moving forward with our global wealth management strategy JULY 5, 2017 Caution regarding forward looking statements This document may contain certain forward-looking information (as defined under applicable
More informationA SHORT PITCH ON: PARVEST AQUA APRIL 2016
A SHORT PITCH ON: PARVEST AQUA APRIL 2016 Parvest Aqua Key strengths Water related investments: a $500 b global market expected to grow ~7% (1) per annum Parvest Aqua, implementing a successful water strategy
More informationModel Portfolio Service
WAVERTON INVESTMENT MANAGEMENT October/November 2016 Model Portfolio Service FOR PROFESSIONAL ADVISERS ONLY NOT TO BE DISTRIBUTED TO OR RELIED UPON BY RETAIL CLIENTS WAVERTON INVESTMENT MANAGEMENT Founded
More informationFREEDOM TO FOCUS. Global Fund Services Europe
FREEDOM TO FOCUS Global Fund Services Europe You re in business to develop investment strategies, make investment decisions and deliver enhanced performance to your clients. We re in business to help you
More informationInsurance Asset Management
Insurance Asset Management January 2018 For Financial Intermediaries, Institutional and Consultant use only. Not for redistribution under any circumstances. Introducing Schroders: Delivering dedicated
More informationSchroders 2017 Half-year Results. Data Pack 27 July 2017
Schroders 2017 Half-year Results Data Pack 27 July 2017 Contents Page Asset under management and administration (AUMA) 2 Regional diversification of AUM 3 Gross sales and net flows 4-5 Currency profile
More information2016 Final Results. For the year ended 31 December Value Partners Group Limited. Results Presentation, 7 March 2017
Value Partners Group Limited Incorporated in the Cayman Island with limited liability A company listed on the Hong Kong Stock Exchange Stock code: 86 HK 216 Final Results For the year ended 31 December
More informationDiscretionary Fund Management
Discretionary Fund Management Our focus is, and will always remain, the continued prosperity and well being of your clients Andrew Ross, Chief Executive About Cazenove Capital Award winning service Cazenove
More informationPrisma. Making it easier to engage with your customers. New Reporting Facility. Enhanced Financial Planning Tools. Flexible Investment Solutions
Prisma Making it easier to engage with your customers New Reporting Facility Enhanced Financial Planning Tools Flexible Investment Solutions For Financial Brokers and Advisors use only. The Platform built
More informationMarketing material for professional investors or advisors only. Fund Ranges for Switzerland July 2018
Marketing material for professional investors or advisors only. Fund Ranges for Switzerland July 2018 Contents 3 Schroders Team in Switzerland 4 7 Schroder International Selection Fund 8 Schroder Alternative
More informationAccess the world. with Schwab Global Investing Services
Access the world with Schwab Global Investing Services 69% of equity market growth between 2004 and 2017 came from outside the U.S. 1 Schwab portfolio models now suggest up to 25% foreign allocation. 2
More informationDUE DILIGENCE PACK FOR FINANCIAL ADVISERS
ompany nfor ation DUE DILIGENCE PACK FOR FINANCIAL ADVISERS I s s u e d b y U t m o s t L I M I T E D B ac kg r o u n d i n f o r m at i o n I n t r o d u c t i o n & h i s t o r y Utmost Wealth Solutions
More informationNOT FOR RELEASE, PUBLICATION OR DISTRIBUTION TO ANY PERSON LOCATED OR RESIDENT IN ANY JURISDICTION WHERE IT IS UNLAWFUL TO DISTRIBUTE THIS DOCUMENT
NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION TO ANY PERSON LOCATED OR RESIDENT IN ANY JURISDICTION WHERE IT IS UNLAWFUL TO DISTRIBUTE THIS DOCUMENT. NOT FOR DISTRIBUTION IN THE UNITED STATES. SEE "OFFER
More informationflexible and secure investing Prestige Platform the widest range of investment choice for you and your financial advisor INTERNATIONAL
flexible and secure investing the widest range of investment choice for you and your financial advisor INTERNATIONAL Why? The may be ideal for investors with sophisticated investment needs. Prestige International
More informationFor professional investors only. Invest from a new perspective BMO ETFs
For professional investors only Invest from a new perspective BMO ETFs BMO Global Asset Management intelligent about Exchange Traded Funds (ETFs) At BMO Global Asset Management, our focus is on the provision
More informationContents 3 The 360 advantage. 4 Introduction. 5 Oracle. 6 Investing in the Isle of Man. 7 Features of Oracle. 11 Giving you extra
Oracle Brochure 1 intelligent invention, a gateway to over 120 investment opportunities with 0 entry or switching fees, rewarding loyalty from year 6 onwards, could give 1 happy client 100% peace of mind
More informationStandard Life client suitability report aid
Standard Life client suitability report aid Important information please read This guide summarises the main features and benefits of Standard Life Wrap. It s designed to help you in your conversations
More informationSchroders Annual Results. Data Pack March 2015
Schroders 2014 Annual Results Data Pack March 2015 Contents Page Assets under management (AUM) 2 Regional diversification of AUM 3 Gross sales and net flows 4-7 Currency profile of AUM 8 AUM diversification
More informationInternational clients. Why invest with us?
International clients Why invest with us? Introducing Rathbones We are one of the UK s leading providers of investment management services for clients of international financial advisers and intermediaries.
More informationMOBIUS LIFE. Providing solutions for institutional pension schemes and asset managers
MOBIUS LIFE Providing solutions for institutional pension schemes and asset managers We empower our clients and their advisers to implement their investment strategies efficiently Mobius Life 1 The Mobius
More informationFund Accounting Interactive Quick Reference Guide
Fund Accounting Interactive Quick Reference Guide april 2018 Contents Fund Accounting Interactive Quick Reference Guide 1 Accessing Fund Accounting Interactive 1 Overview Page 2 Funds Page 3 Share Classes
More informationGF Asset Management (Hong Kong) Limited Custodian:
PRODUCT KEY FACTS GF CHINA GROWTH FUND December 2014 This statement provides you with key information about GF China Growth Fund (the Fund ). This statement is a part of the offering document and must
More information!!!1!!!!!!!!!!!!!!!!!!!!!!!!!!!!! The Association of Real Estate Funds & Property Funds Research
1 The Association of Real Estate Funds & Property Funds Research Global Real Estate Funds Review H1 216 Contents CONTENTS 2 EXECUTIVE SUMMARY 3 UNLISTED FUND UNIVERSE: OVERVIEW (EX FOF) 6 UNLISTED FUNDS
More informationA new and independent way to wealth management
A new and independent way to wealth management The impact of technology/wrap on Adviser distribution & advice TISA Presentation Paul Boston Sales Director, Novia Financial plc March 2009 Why launch a wrap
More information1. IFPHK Profile Executive Summary The SFC Consultation IFPHK s Submission 6
IFPHK s Response to the Securities and Futures Commission s Further Consultation on Proposed Disclosure Requirements Applicable to Discretionary Accounts January 2018 Contents 1. IFPHK Profile 2 2. Executive
More informationOVER 25 YEARS OF INVESTMENT AND SAVINGS EXPERIENCE
f i n a n c i a l p r o d u c t s a n d s e r v i c e s f o r i n t e r n a t i o n a l c l i e n t s OVER 25 YEARS OF INVESTMENT AND SAVINGS EXPERIENCE hansard international a global company Hansard International
More informationCAPITAL REDEMPTION REGULAR SAVINGS PLAN PRODUCT GUIDE
CAPITAL REDEMPTION REGULAR SAVINGS PLAN PRODUCT GUIDE 2 WELCOME ALL YOU NEED Thank you for considering RL360 for your savings and investment needs. We are committed to talking to you in easy to understand
More informationGUIDE TO MUTUAL FUNDS IN THE BRITISH VIRGIN ISLANDS
GUIDE TO MUTUAL FUNDS IN THE BRITISH VIRGIN ISLANDS CONTENTS PREFACE 2 1. Introduction 3 2. Definition of a Mutual Fund 3 3. Investment Fund Vehicles 4 4. Application of the SIBA 4 5. Types of Funds 4
More informationCut-off Times for Processing Payment Orders
Scale of Charges Disclosure of Monetary and Non Monetary Benefits and other Transaction Related Information Cut-off Times for Processing Payment Orders Indicative Guidelines for Fund Subscription and Redemption
More informationHalf-Year 2016 Results Presentation
Half-Year 2016 Results Presentation ASX Limited Elmer Funke Kupper Peter Hiom 11 February 2016 Disclaimer The material contained in this document is a presentation of general information about the ASX
More informationRoyal London 360 ISSUED. March 2012
Royal London 36 ISSUED March 212 Introduction Background AKG's Offshore Profile & Financial Strength Reports are designed to meet the information needs of advisers and analysts in assessing the relative
More informationContents. 1. Working with Barclays 2. Bespoke client solutions 3. Your Barclays team 4. Appendix 5. Client case studies. 2 Offshore Corporate
Offshore Corporate Contents 1. Working with Barclays 2. Bespoke client solutions 3. Your Barclays team 4. Appendix 5. Client case studies 2 Offshore Corporate Working with Barclays 3 Offshore Corporate
More informationRetail: Competing in the New World J.P. Morgan UK Financials Conference Wednesday, 8 December 2010
Retail: Competing in the New World J.P. Morgan UK Financials Conference Wednesday, 8 December 2010 James Cardew Global Head of Marketing Schroders plc Agenda Schroders Global business Schroders UK intermediary
More informationMarkit delivers a broad suite of independent, fixed income indices, as well as solutions to support the development of custom indices.
Indices Markit delivers a broad suite of independent, fixed income indices, as well as solutions to support the development of custom indices. Index creation is led by a team of experienced product and
More informationConnecting Our Clients to Global Investment Opportunities
Connecting Our Clients to Global Investment Opportunities Connecting Clients to Investment Opportunities Our Mission 1 The HSBC Group is one of the world s largest financial services organisations, with
More informationThe 2018 GC McLagan Hedge & Private Equity Fund Administration Surveys
The 2018 GC McLagan Hedge & Private Equity Fund Administration Surveys [ S U R V E Y H E D G E F U N D A D M I N I S T R A T I O N ] A wide angle view of services The 2018 Hedge Fund Administration Survey
More informationIndependent, global provider of corporate, fund and private client administration services. Interim Results Presentation Wednesday 7 September 2016
Independent, global provider of corporate, fund and private client administration services Interim Results Presentation Wednesday 7 September 2016 Agenda Key highlights and group overview Dean Godwin Financial
More informationVanguard funds month-end NAV report
Vanguard funds month-end NAV report Fund Full Name February 2018 March 2018 NAVs Swing Factor Vanguard 20+ Year Euro Treasury Index Fund Institutional EUR Shares 204.4639 204.1373 0.16% 0.16% 0% Vanguard
More informationTATTON ASSET MANAGEMENT
TATTON ASSET MANAGEMENT Interim Results for the six months ended 30 September 2017 INVESTOR AND ANALYST PRESENTATION DECEMBER 2017 2 DISCLAIMER The information contained in this document ( Presentation
More informationA Global Outlook on Your Financial Future
A Global Outlook on Your Financial Future W O R L D W I D E Finding a savings and investment product that enables you to access the potential in growth of the many economies around the world is not easy.
More informationDFM due diligence: the questions to ask
For adviser use only Nucleus white paper DFM due diligence: the questions to ask Date of publication / Edition / 21/08/15 02 0277.02 Contents Introduction Introduction 2 Regulation: the key points 3 DFM
More informationmomentum harmony funds
momentum harmony funds fund brochure global investment management Fund range The fund range consists of eight multi-asset, multi-manager funds diversified across local and global investments, asset classes,
More informationKEY INFORMATION DOCUMENT
KEY INFORMATION DOCUMENT PSG WEALTH OFFSHORE SHARE TRADING ACCOUNT PAGE 0 This document is a summary of key information about the PSG Wealth offshore share trading account. It will help you understand
More informationFATCA market guide. How transfer agency can help you manage FATCA obligations
FATCA market guide How transfer agency can help you manage FATCA obligations Introduction Where do we stand in the FATCA world? The Foreign Account Tax Compliance Act (FACTA) is a US tax regulation aiming
More informationConnecting you to opportunities around the world. HSBC Foreign Exchange Solutions
Connecting you to opportunities around the world HSBC Foreign Exchange Solutions REACH OUT TO THE WORLD The world is getting smaller every day. Opportunities await us everywhere. Be it investing globally,
More informationCharging structures. Reserve. This document aims to inform you of the Reserve charges and how they change.
Reserve Charging structures This document aims to inform you of the Reserve charges and how they change. These charges are correct as at 01 April 2018 for all new policies and the following policy form
More informationPersonal Investment Management Service Key Features
Personal Investment Management Service Key Features Introduction You should read this document carefully as it provides a summary of the main points about the Personal Management Investment Service (PIMS).
More informationAegon Platform Getting started
Aegon Platform Find out how Aegon Platform users in your firm should be set up. Discover how to access your account and start using the new functionality. This information is for intermediaries only. It
More informationCanTrust Wealth Preservation Account Draft paragraphs for a Suitability Report
CanTrust Wealth Preservation Account Draft paragraphs for a Suitability Report These sample paragraphs are for your information and consideration only. It is the responsibility of advisers to make sure
More informationInvest Pro. Case Study: Zurich International Life uses Invest Pro TM to automate the administration of Unit Linked Funds. Knowledge based software
Invest Pro Knowledge based software www.frsltd.com Case Study: Zurich International Life uses Invest Pro TM to automate the administration of Unit Linked Funds Case study: International Insurer uses Invest
More informationSchroders Fund Ranges
Schroders Fund Ranges For professional investors or advisers only Table of Contents: Schroders Team... 2 Schroder International Selection Fund...3-4 Schroder Alternative Solutions... 5 Schroder GAIA...
More informationTailored solutions. Family Office Conference
Tailored solutions Family Office Conference Efficient use of insurance products Offshore bonds Bespoke life funds Policy ownership Offshore life assurance Benefit for non-doms Financial security Page 2
More informationSchroders Wealth Accumulation Programme (SWAP) For Accredited Investors Only
Schroders Wealth Accumulation Programme (SWAP) For Accredited Investors Only What is SWAP? Schroders Wealth Accumulation Programme (SWAP) is an actively managed approach to portfolio management, with an
More informationOffshore CNH Market
Offshore CNH Market 2015.09.17 RMB Internationalization Gathers Pace China continues to accelerate regulatory reforms towards RMB internationalization The global major currency club is refining itself
More informationINTRODUCING THE HSBC HK EASY INVEST APP
News Release 20 October 2017 INTRODUCING THE HSBC HK EASY INVEST APP ***An innovative stock trading app in Hong Kong with tradable and interactive charts, personalised news and other new and smart features***
More informationAegon Platform - managing your investment proposition
Aegon Platform - managing your investment proposition This information is for intermediaries only. It mustn t be distributed to, or relied on by, customers. The screens shown are for demonstration purposes
More informationMost Popular Funds Quarter 3, 2015
Most Popular Funds Quarter 3, 2015 Most Popular Funds Quarter 3, 2015 Please find below the Top 5 overall GW funds as at 30/09/2015. To find out more information about each of these funds, simply click
More informationSolvency Capital Requirement
Solvency Capital Requirement Market Risk Report Pyrford Pyrford Global Total Return (Sterling) Fund Class B Stg Accumulating Page 1 Market Risk - SCR Contribution Sub Module SCR (GBP) % AUM Interest rate
More informationAre you thinking about international investments?
1 Are you thinking about international investments? FIND OUT MORE Navigate by Glacier International 2 Glacier International Glacier International offers you the opportunity to invest in a wide selection
More informationExecutive Investment Bond. Award-winning service Investment discounts. Your guide. The leader in MultiManager investment
Award-winning service Investment discounts Your guide The leader in MultiManager investment 1 Combining investment freedom with tax-efficiency Paperwork can be a tedious and time-consuming task when managing
More informationOrders placed by 14h00 are delivered within 24 hours.
Forex 2018 PRICING GUIDE BANK BORROW SAVE EARN INSURE WALL STREET OR THE GREAT WALL OF CHINA? When it comes to travel, Standard Bank s banking solutions are with you wherever you go. From business travel
More informationClick here for print friendly version. PPS Corporate Personal Pension
Click here for print friendly version PPS Corporate Personal Pension The PPS Investments Corporate Personal Pension allows you to offer your employees an individually tailored retirement savings solution.
More informationJersey Office OFFICE DESCRIPTION. PO Box Esplanade St Helier Jersey JE1 1BD Channel Islands
OFFICE DESCRIPTION Jersey Office PO Box 207 13-14 Esplanade St Helier Jersey JE1 1BD Channel Islands T: +44 (0)1534 888 777 F: +44 (0)1534 888 778 E: jersey@applebyglobal.com OVERVIEW Jersey s strong track
More informationCentralised Investment Proposition
Centralised Investment Proposition The finance solution our clients trust 01 Introduction Our centralised investment proposition (CIP) outlines Herbert & Webster s uniform approach to investment advice.
More informationIndependent, global provider of corporate and fund administration services. Preliminary Results Presentation Year ended 31 December 2015
Independent, global provider of corporate and fund administration services Preliminary Results Presentation Year ended 31 December 2015 Agenda Key highlights and group overview Dean Godwin Financial review
More informationTHE INNOVATIVE SWISS FINANCIAL PLATFORM LET'S BUILD TOGETHER
THE INNOVATIVE SWISS FINANCIAL PLATFORM LET'S BUILD TOGETHER Who are we? SEQUOIA is a Swiss provider of global investment management and estate planning solutions which aims to assist financial institutions,
More informationThank you for choosing CorporatePlus. Account. To help you make the most of your. account, we are pleased to present you with
Welcome! Thank you for choosing CorporatePlus Account. To help you make the most of your account, we are pleased to present you with this service guide, which includes important information and useful
More informationmybestbuysavings.com P a r t o f T h e H i n t o n G r o u p o f C o m p a n i e s Fixed Interest Savings
mybestbuysavings.com P a r t o f T h e H i n t o n G r o u p o f C o m p a n i e s Fixed Interest Savings AGI Top Fixed Interest Broker 2016 & 2017 About us mybestbuysavings is the exclusive broker/agent
More informationFamily Office/Private Wealth Adaptable solutions for family office/private wealth managers
Family Office/Private Wealth Adaptable solutions for family office/private wealth managers Family Office/Private Wealth Maples Fund Services provides a broad range of services to single and multi-family
More information