Our Custody and
Platform Solution
Fully integrated support for both back and middle office functions provided to both the
Trustee/Platforms and UBP as the ultimate custodian
WHY CHOOSE US
- Very cost effective
Custody provided from 15bps p.a.
Dealing in both Funds and ETFs provided at zero cost, 0bps
Dealing in all UK and majority of EU Equities priced at 3bps & 7bps for Low and High touch Execution respectively
Dealing in US and EU Fixed Income Securities priced at 7bps
- Comprehensive solution
Provides custody and all middle office support functions including:
Client and transaction reporting
Compliance oversight
Transaction management & execution
Instruction translation
Reconciliation
Maintaining internal book of records, ensuring data integrity
Production of Factsheets
Risk reports and custom performance reports
OUR SERVICES
UNIQUE CUSTODY OFFERING
Partnership with global Swiss private bank (Bank Union Bancaire Privée)
BESPOKE PRIVATE
BANKING SOLUTION
Direct execution of trades through prime brokerage provider, across a wide range of products (listed equities,
derivative products, funds etc.
TECHNOLOGY SOLUTIONS
PMS System fully integrated via 100 REST API calls for seamless connectivity with third-party digital solutions.
§ 2024 Alpha version Software Solution.
§ Web-based portal which reads and writes data in real-time.
§ Full KYC and AML digital processes made available via technology provision.
§ In-house Digital SIPP and ISA Platform availability
LIKE WHAT WE OFFER?
WHAT PEOPLE SAY
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Someone saying something nice about what you do is priceless. Click here to add a quote from a customer or a fan.
– Regular Client
Someone saying something nice about what you do is priceless. Click here to add a quote from a customer or a fan.
– Regular Client
Someone saying something nice about what you do is priceless. Click here to add a quote from a customer or a fan.
– Regular Client
INVESTMENT MANAGEMENT
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All Rights Reserved.
Important Notice
This is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed and your clients may get back less that they invest.
Altium Investment Management Limited is limited company registered in England and Wales under Company number 11687055. Registered office at Scotland Farmhouse Clay Bank, Hook Norton, Banbury, United Kingdom, OX15 5PA. Altium Investment Management Limited is authorised and regulated by the Financial Conduct Authority under number 931392.
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