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Preferred Custodians

As a truly independent financial advisory business we offer a wide range of potential custodians and Trading Partners. We do not hold client money but recognise that client needs differ so we offer a bespoke mix of Custodianship and Product Platforms which currently include:

Monaco

CFM (Part of Credit Agricole Group) is Monaco’s oldest bank. Established in 1922 with Assets in excess of €10Bn. AA Credit rating. More can be found on www.cfm.mc

HSBC Private Bank (Monaco) S.A - a wholly owned subsiduary of HSBC Private Banking Holdings (Suisse) S.A with US$352 billion under managment. Find out more at www.hsbcprivatebank.com

Channel Islands

Spearpoint - Privately owned Custodian and Trading partner based in Jersey - with over £1 billion under managment, offering flexibility to clients. Find out more at www.spearpoint.com

Denmark

Saxo Bank -  online Danish investment bank founded in 1992. Saxo Bank currently has a market value of about 10 billion DKK. Find out more at www.saxobank.com