Wealth
Personal wealth is exactly that. Personal. Which is why this platform manages assets in an entirely individual way.
For some, wealth management is a simple, execution-only service for trading equities. For others, it’s an all-encompassing service that includes investment management advice, estate planning, retirement planning, wealth protection and cash flow analysis.
The strength of FNZ’s wealth management platform is that you can tailor the service to exactly match your specific requirements. Designed around a straight-through processing offering, we link all the key players in the wealth management market, providing a seamless opportunity for interaction across products, providers, advisers, custodians, real-time investment trading and advice.
Our wealth platform offers clients any or all of the following:
- A comprehensive range of asset types, including shares, multi-currency cash, gilts, listed funds, listed and unlisted corporate debit and unitised funds;
- Access to a wide range of global markets;
- A scalable, cost effective Funds Custody solution which uniquely leverages FNZ’s extensive buying power;
- Access to global market data, research and news;
- Portfolio income and capital gains tax reporting;
- Security and independent auditing;
- Easy management of workflow;
- Full compliance with current regulations.
