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Treasury services

We also offer these added-value services (where the service is authorised in the jurisdiction), for existing private clients with surplus cash pending longer-term investment or with foreign exchange requirements.

Cash management

A bespoke service designed to provide your client with proactive management of their cash investments. This ensures they have cash that’s being kept safe and available to meet any short-term liquidity needs or take advantage of investment opportunities.

We can look after their money as call or fixed-term deposits in a pooled or bespoke arrangement. It will be held in a client account, ring-fenced from the firm’s money with approved counterparties on which we’ve undertaken due diligence.

Foreign exchange (FX)

If your client wishes to buy or sell currency we offer an efficient, transparent and competitive multi-bank FX trading service in 25 currencies. Our service includes dealing, management and advice.

Ready to talk?

If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

If you prefer you can call us on +44 20 7523 4500.

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Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.