Our success is founded
on our core values, knowledge
For more information related to our Platform Services, you can contact us on the following:
Tel: +44 1624 717171
or email: firstname.lastname@example.org
Our Platform Services offer a competitively-priced dealing and custody service which is tailored for the IFA market. Online reporting enables the IFA to view their ‘family’ of accounts and electronic data is also available on a daily basis. We can also work with outside third party providers where necessary, for example pension and trust service providers.
The safety of your assets is of paramount importance to us, and we provide secure and reliable global custody facilities for both UK and international securities. UK assets are held in Crest whilst international exchange traded equities and bonds are held by Clearsteam, one of the two European International Central Securities Depositories based in Luxembourg.
In all cases, your assets are ring-fenced and completely safe. Professional Indemnity Insurance also protects you for losses arising from a breach of professional duty.
Included with our global custody service is the collection of dividends, interest, redemption proceeds and the processing of corporate actions.
Ramsey Crookall have a range of model portfolios, the Shearwater Models, named after the Manx Shearwater, a sea bird synonymous with the Isle of Man. The Shearwater Models is a DFM service designed by Ramsey Crookall’s investment committee to meet a broader range of investment objectives and risk tolerances. The models are regularly reviewed, with consideration given to the prevailing macro-economic factors and market conditions. Any potential adjustments are considered from both an asset allocation and an asset specific perspective. Their content and performance is rigorously monitored and compared to an appropriate benchmark index. We believe the model based portfolio construction provides a transparent and cost effective approach for advisors wishing to partner with Ramsey Crookall, allowing us to look after the day-to-day management of your clients’ assets whilst letting you focus on building your client relationships and growing your business. Ramsey Crookall works with a large number of intermediaries and your clients remain just that, your clients. As our client, you will receive an efficient and highly attentive level of service.
All investments involve varying degrees of risk and you should satisfy yourself that you fully understand the risks involved, and if you do not please contact us to discuss the matter further. The value of investments and income arising from them are not guaranteed, which means that you may not get back what you originally invested. Changes in exchange rates may also cause an investment to fluctuate in value. Past performance is not necessarily a guide to future performance. Members of the London Stock Exchange. Licensed by the Isle of Man Financial Services Authority.