Our Private Banking service is aimed at organisations that manage a large number of clients.

We can help with digitising the whole process from prospective client management through digital or face-to-face advice meetingsto the final stage of creating fully invested portfolios that take into account levels of risk exposure and clients' preferences.

Private banks need to take into account not only the assets they manage on behalf of a client but also the client's other assets that they do not manage, such as savings held at other organisations or the client's pension savings. This is important if a bank is to provide the best advice and to prevent clients from putting all their eggs in one basket.

Our Family Office service is aimed at organisations that manage a small number of very sizeable mandates. Your clients' return requirements have a long-term investment horizon, but their short-term focus is on preserving the value of their holdings.

This means you manage numerous different asset classes with a wide geographic spread, and you may also manage physical assets such as real estate and art. This requires feedback of high quality to your clients. It is essential for them to understand what contributes to the overall return over both the short and the long term.

Our Trust Management service is aimed at organisations that manage the assets of one or more trusts. Your task is to generate a stable return over a long investment horizon, and you invest in a wide range of assets, including shares, fixed income, currencies, private equity and potentially physical assets such as real estate.

You have to provide instructive feedback to your trust's board, which may be made up of a mixture of people with extremely strong insight into the markets and others who are novices in the financial markets.

You are regularly reviewed by internal auditors to check you are carrying out stress tests on your management and that you have transparent processes for everything to do with managing the trust's assets. As part of our Trust Management service, we make your entire infrastructure digital, which is essential if you are to effectively control how every decision is made.

Our Strategic Asset Management service is aimed at organisations that offer an investment strategy for clients to follow themselves on the basis of advice or by giving the manager a discretionary mandate. You then take asset management decisions according to the strategy independently of your clients' individual targets and requirements.

Our Strategic Asset Management service provides you with sales material that is as good as any other pre-packaged product on the market.

You carry out your asset management with relatively few actions and your strategy is then applied to thousands of followers entirely automatically.

Our Wealth Allocation service is aimed at managers that help their clients, either on a discretionary or advisory basis, to allocate their holdings in line with market developments. In a few simple steps, you can re-allocate thousands of clients' holdings as necessary to correct for market fluctuations, and without triggering a wave of transaction fees.

You can also on an ad-hoc basis replace individual investments, whole industries or regions if anything unexpected happens that requires a quick entry into or exit from a market.

Our Investment Funds service is aimed at organisations that manage, administer and sell one or more investment funds. The service allows all your employees to work in a single infrastructure, which is a pre-requisite for operating cost-efficient processes and meeting the strict audit and transparency requirements imposed on fund managers by the authorities today.

You of course continue to control how you manage your clients' funds, but the service monitors actions and prevents you from stepping outside your investment mandate.

The service calculates your product's NAV at the frequency you desire, and you can calculate the NAV for your product's different share classes.

The service assists with maintaining your client ledger, including transaction rebates and legal reporting such as contract notes and account statements. We also offer tax reporting to your clients and to the authorities.

The fluctuating nature of the financial markets in today's capital-rich world makes skilful portfolio design all the more important.

Do you put together and tailor-make portfolios or products to match your clients' specific requirements? Or do you do this simply because your clients require a specific return for a specific amount of risk?