Wealth Management Services

A fully branded investment management, dealing and custody administration solution.

Integrated custody solution for wealth managers

Our service delivers a fully branded investment management, dealing and custody administration solution that allows wealth managers to focus on delivering a high quality service without the distraction of the administration process.

Wealth manager focused

We are a specialist provider of custodial and trading services and can tailor a high quality flexible solution to meet a wealth manager’s administration needs, leaving the core focus of investing assets and customer relationships to the wealth manager and other customer-facing resources.

Wealth managers can leverage our expertise in dealing with the ever-changing regulatory and technical requirements associated with the investment industry, safe in the knowledge that your assets and data are fully compliant and secure.

Seamless portfolio management

The service delivers full details of customer portfolios, including available cash, and fully integrates real time with our administration processing.

Our investment management tools offer bespoke modelling, including asset allocation and exception reporting with rebalancing, switch and bulk dealing functionality. This allows straight-through processing from the investment decision to order routing and all the way through to settlement.

Complete dealing solutions

We support an open universe of funds in addition to Exchange Traded Securities across the UK and all major international markets, alternatives and structures.

Seamless order management from rebalancing, switching, bulk or individual deals ensures timely and compliant best execution via our electronic systems with full support from a dealing team with huge institutional experience.

Tax wrapped efficiencies

As part of AJ Bell we offer award-winning SIPP administration via our AJ Bell Investcentre service; this combines contribution, benefits and illustrations functionality with easy fee management and online cash transfer movements to and from investment portfolios.

We are registered ISA and JISA managers and provide all the administration support from subscription through to reporting as part of our core service.

Your implementation with us

We work with you throughout the onboarding process to ensure we capture requirements at the earliest possible stage and plan in detail to launch your live service and deliver your customer and asset migration.

Reporting and websites

We help wealth managers deliver tailored packages including fully compliant discretionary valuation, performance, CGT and tax year end reporting packs.

All customer output is branded in line with your requirements, including fully responsive website solutions for customers to view portfolio valuations, contract notes and PDF performance packs.

Want to know more?

Patrick Towers
Head of Business Development & Client Relationship Management
0161 876 3175
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