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Professional Wealth Services

Services

PWS provides services and expertise to a number of professionals including IFAs and Wealth Managers, Investment Houses and Asset Managers, Pension Schemes, UK Companies and Businesses, Charities and Trusts. Specific aspects are detailed below; for further information please Contact Us.

IFAs and Wealth Managers

We specialise in providing assistance in two distinct areas:

  • Analysis and assessment of specific products that add additional revenue and value to a business. These include unique cash management services, exclusive structured products, investment opportunities not available in the general marketplace and assistance and expertise in the area of international pensions.
  • Marketing and business development services. We can help a company to re-brand, extend its profile, formalise and deliver its service proposition – and, in the UK, to reposition itself and develop in the new RDR environment.

Asset Managers and Investment Houses

PWS provides extensive business development services. We enable companies to analyse and assess relevant sectors in the UK and/or international markets.

From there, our significant experience can then produce a coherent, targeted marketing and promotional strategy to elicit the best possible results from the most relevant markets.

Pension Scheme Trustees and Sponsors

In the main, our expertise is utilised by pension schemes with regards to their cash management, plus the research and analysis of non-standard, alternative investment vehicles.

Corporate Clients

Our main areas of assistance revolve around tailor-made investment vehicles and structured products, as well as innovative cash management strategies. These can be highly relevant to companies in all industries.

Charities and Trusts

Managing cash reserves in a beneficial manner is of major importance to these clients and we can help them to dramatically increase cash yields whilst often reducing the risk to their capital. We also often assist with time-scheduled financial requirements.