News and Views

We are delighted to announce that we have entered into an operational outsourcing agreement with SEI Investments (Europe) Limited (SEI) for the provision of custody services to our clients.

SEI are a UK company authorised and regulated by the Financial Conduct Authority (FCA), who provide clearing and settlement, safe custody and associated services.

Having undertaken an extensive selection process, we chose to partner with SEI not only because of their depth of experience and commitment to technology but also because they share our philosophy both towards exemplary service and security.

SpeechBubblesIcon 125x125 Benefits of appointing SEI as custodian include:

1.  Peace of mind that your investments and cash are held by one of the world’s leading custodians.

2.  A suite of reporting tools and reports that are not only flexible but enhance significantly the way in which we will report to you in future.

3.  Online access and mobile technology should you wish to access your investment portfolio and transaction data on assets in this way.

4.  A secure online document library and messaging service. This includes access to valuation statements, contract notes and tax information reports.

There is nothing further for you to do at this stage, we will be writing to you individually in September to gain consent. We will then undertake all necessary steps to arrange for an orderly transfer of your cash and investments currently scheduled for the second quarter of 2017.

If you do have any questions or concerns, please contact your usual Investment Manager.