IT

Client Area

We are always looking at ways to improve communication and continue to develop our secure client area to enhance the online services we offer our clients. This offers each client in our pooled nominee and/or ISA access to their latest portfolio information, including details of transactions and cash statements.  Current news and charts relating to the various investments is also available.  Ultimately, we plan to offer the capability for clients to deal with us in a completely paperless way if they wish.

Systems

We also continually invest in the business behind the scenes, improving our systems for managing and analysing your portfolio, together with our client care infrastructure.  For example, we have recently implemented a new front office management system. eXimius (by Thomson Reuters) is one of the world's leading private client investment management tools. Investment of this type helps to enhance the service we provide to all clients.