Intermediary & Institutional Services >> Stockbroking
Stockbroking Services
As investors have become more knowledgeable, the demand for innovative and sophisticated services has increased significantly. We provide a range of stockbroking services to complement the close relationship you have with your clients.
For those of your clients who prefer to be involved in the decision-making process, we offer expert and personal investment advice and act on instruction. Collins Stewart Wealth Management takes an active role and your clients will benefit from our extensive strategy and research expertise.
We have 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.
Investment Dealing
Access to the latest market information systems and dealing technology means we can respond to your requests without hesitation, and are in a position to execute any order with skill and efficiency in the market you may wish to trade in.
Collins Stewart Wealth Management offer corporate dealing and employee dealing services to help companies and their employees with investment dealing.
To learn more about the range of corporate dealing services click here.
