Intermediary & Institutional Services
We offer a range of services specifically tailored to meet your clients’ needs, drawing on a disciplined investment philosophy and a sophisticated investment process.
With many years experience of working with professional advisers we operate within the framework you set. This ensures that clients’ needs are served in the most appropriate way and that we add value to the services you provide.
Collins Stewart Wealth Management – our attraction to intermediaries
- Tradition of working with intermediaries. Collins Stewart Wealth Management has a long history of working with other professional advisers.
- We are local. We believe in tight-knit teams and decision-making on the ground. All offices have decision makers and investment managers, we believe in managing local relationships locally.
- Investment insight. The group has one of the largest investment teams across the UK, Channel Islands and Isle of Man. We can provide regular investment updates for you and your clients.
- Partner your client relationship. All our services are designed to enhance your client relationship and simplify your business practice.
- Guidance. We can provide assistance and guidance to trustees, beneficiaries and executors on investments under their control to satisfy trustee objectives and their investment policy.
Collins Stewart Wealth Management’s investment expertise is underpinned by a highly personal service and excellent communication, built on the principle of developing long-term relationships. We believe honesty and integrity are vital aspects of the overall quality investment service we provide.
As a leading investment manager and stockbroker, we have the know-how, modern infrastructure and resources to be successful. Our international network of offices means we provide global expertise with local excellence. Close proximity to you and the global financial markets allows us to respond swiftly to changing market signals and new trends so we can manage your clients’ portfolio(s) as effectively as possible.
Our core values of quality, innovation, performance and integrity are central to a clear promise to you: we aim for excellence, every day in all that we do.
Your clients’ assets are at the centre of a sophisticated process:
