Charity Services >> Stockbroking

Stockbroking Services

We also provide an advisory service where trustees prefer to maintain control over investment decisions but seek an efficient and responsive execution.


There are two levels of service:


Non-Managed

The Advisory Non-Managed Service is designed for clients who wish to manage their own portfolio but may require us to comment on the merits of a particular transaction or to assist them with generating investment ideas.


Dealing Service

Our Dealing Service is designed for those who wish to benefit from our sophisticated dealing facility, while remaining entirely responsible for their own investment decisions.

 

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