The Focus service fully integrates clients’ banking and investment needs. As your clients’ financial requirements change, so can the structure of the service. Focus can combine all your clients’ banking, discretionary and/or execution-only investment dealing and settlement requirements into a simple, seamless package.
Focus combines banking and investment services, including discretionary investment management service, financial adviser wealth management platform services and execution-only investment dealing and settlement services into a seamless, cost-effective package which will save time and simplify administration.
Within the Focus service you can choose from the following services for your clients:
Tailored to suit your clients' needs