Portfolio Services

Our modular portfolio services offer independent asset managers all the resources and expertise they need – ranging from infrastructure services to the physical safekeeping of gold and comprehensive estate planning.

Our services/modules:

  • IT and backup
  • Financial information system and INSA Portfolio Management Software
  • Office premises and meeting rooms
  • Safe-deposit rental and collective safekeeping of gold
  • Portfolio management and compliance support

Your benefits:

  • Bespoke service: services/modules can be freely combined to suit individual needs
  • State-of-the-art technology and global online access
  • Representative, discrete premises not far from the city centre
  • Individual reporting with asset managers’ own logo, layout and typeface
  • Reduced infrastructure costs, no up-front investments required