Because we are network-focused and with our history, we are a natural home for professional, independent advisers.
Tax optimisation, on the other hand, provides benefits to all, not just in increasing returns for investors, but also in creating economies of scale across stakeholders, creating millions – if not billions – in savings for banks.
The company has raised £1.6 million in Seed funding from leading tech investors including Pi Labs, Kima Ventures, Westloop Ventures, Argonautic Ventures, and UFP Fintech.
Over the past year, we have invested heavily in our service offering and in the development of innovative technological solutions – including our unique Investor Solutions offering powered by IQ-EQ Cosmos and the 2020 roll-out of our Investran DX an
Are wealthy clients remediating older structures, with the arrival of the CRS, economic substance and soon Mandatory Disclosure Rules?