Client portal

Watch our video to see how our online portfolio valuation tool can meet the requirements of today's investor.

Having been one of the pioneers in developing a proprietary online tool for our clients, we have continued to invest in and evolve the online services we offer our clients, with ease and use and security of data top of the agenda.

To register please contact your Investment Manager.

Already registered? Login here

App features:
  • Available on your desktop computer, laptop or download our app from Google Play or the App Store
  • View the current value of your portfolio
  • Personal alerts when new documents are posted to your personal library
  • Secure log-in from your smart phone or tablet (if available) via biometric identity check
  • Access the transaction history and cash statement
  • Send and receive secure messages to your investment manager or representative

Try the App

You can also view the portal on our app for mobile devices

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