We do things our way.
Because it's better for you.
There is no doubt we live in changing times. Fluctuation in the wider political environment and a renewed focus on regulation driven by MiFID II continue to disrupt and drive organisational change among financial services firms. But where there is uncertainty there is opportunity. Broad Street, having been born into this world, has been designed to blend stability with agility, providing the ideal foundation to protect and grow our clients' wealth in today's markets.
Based in the UK, we also have partner operations in Switzerland and Liechtenstein, giving our investment experts a view across today’s changing European wealth markets. Our joint venture with Valeria Capital AG means we are able to provide access to Offshore Fund Management for income, return, balanced and growth investment mandates. This expertise can also be accessed via a fund that has daily liquidity, allowing easy access to your assets as well as both EUR and CHF share classes for complete currency flexibility.
With first-hand experience of working in large financial institutions, our Wealth Managers have seen how layers of committees and corporate structures can inhibit innovation and dull the ability to react. We do things differently. We follow a nimble investment process, making quick, informed decisions and respond rapidly to opportunities as they arise.
We exist to protect our clients' wealth and help it grow. And because every client's individual circumstances are different, every client is treated as an individual. We first look to understand your situation - your aims and objectives - so that we can determine the best path and devise the right strategy for you. The people you deal with have both the professional and personal experience to support and advise on your investment choices, giving you access to independent, institutional-quality investment management services - delivered in person and tailored to your personal situation.
Get in touch and we'll be happy to discuss how our expert team can bring benefits to your investments.