Finance and Operations

Finance and Operations

Of major importance to us, is that our clients are assured of our commitment to providing the best possible quality of service. One of the ways in which we do this is by having our own dedicated Operations department in-house to ensure that all administrative functions are executed quickly and effectively.

Our Finance and Operations department is headed by Bryony Matthews and she is supported by a strong administrative team that has many years of investment management experience between them.  The team prides itself on its efficient operational processes and robust systems and controls and has a culture of compliance embedded throughout all its functions. Services provided by the Operations department are:

  • nominee and custody services
  • settlement of trades
  • dividend collection
  • corporate actions processing
  • cash management services
  • enforcing strict anti-money laundering rules
  • maintaining standing data
  • production of contracts, valuations and periodic reports that are sent to clients
  • ISA administration
  • probate valuation service