Investment platforms that meet all your financial planning needs

Whether you are an experienced investor or just starting to build your investment portfolio, we can help you manage your assets more efficiently and maximise your returns.

Achieve all your goals with one investment account

It should be every investors goal to have all their assets in one state-of-the-art and easy-to-use account. An investment platform offers a birds-eye-view of all your investments and your personal advisor will work with your to ensure you reach your financial goals.

Cost effective and completely transparent

Investment platforms are the future for investors around the world. They provide lower costs, greater transparency and the ability to hold virtually any publicly-tradable asset in the world.

There are no hidden fees, no lock-ins and no surrender penalties. What you see is what you get. 

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Multi-Currency

GBP, USD, EUR, CHF, AUD, HKD, JPY, AED, CAD, ZAR, SGD

Online Management

State of the art online access gives you a complete overview of your wealth

Designed for Expatriates

Built to meet the ever-changing circumstances of expatriates

How will we help you?

Our job is to listen to you and find out what’s important when it comes to your financial planning. We will draw on our decades of experience to manage your platform account so that it meets your unique set of needs. At every turn, we are on hand to explain and guide you so that you never have any unwanted surprises. Contact us today and also check out our capital guaranteed accounts.

Five reason to use a platform

1

You can hold cash and investments in 11 different currencies, switch currency online and change your base currency at any time.

2

You can hold a wide range of investments including the highest quality investment funds, ETFs, structured notes and individual stocks

3

Your investments are safeguarded in line with the best practices and stringent rules of the Isle of Man Financial Services Authority

4

The platform is provided by a financially strong institution with over $11.5 billions under management and 80,000 customers

5

The online technology increases the efficiency of the portfolio so that the costs are transparent and extremely competitive.