What we do

Liberum Wealth is an independent specialist provider of trade execution, custody and cash and FX services. Our expertise and experience enables us to offer a flexible approach to working with clients and deliver high levels of personal service and value for money with institutional pricing.

 

We take a common sense approach to doing business and go the “extra mile” for our clients. We ensure our clients are always in control by providing access to our secure online platform and by offering a direct line to our professional and experienced operations and dealing teams.

$850m Assets under administration *as at 30/11/20
26 years Average experience across dealing and operations

What we can do for you?

You and your family

Excellence in trade execution, custody and cash for individuals and families

Your company

Share services for companies, employee incentive programmes, executives and directors

Funds and institutions

Comprehensive custody and settlement for funds and institutions

Professionals and intermediaries

Comprehensive securities services for wealth managers, family offices, fiduciaries and intermediaries

Execution

Services

Trade execution

With Liberum Wealth, you have direct access to our professional and experienced dealing team, not just a call centre operator.

Whether you invest in equities, fixed income, currencies, funds, derivatives or private investments, our experienced and expert team will ensure your instructions are executed diligently, efficiently and at institutional prices.

Our high touch execution service combined with Liberum’s proprietary T-Rex trading platform, which delivers orders across multiple trading venues simultaneously, ensures you get institutional pricing no matter the stock or the size.

Custody

Custody

Our multi-asset custody solutions are used by family offices, investment managers, fiduciaries and trusts, funds, companies and their share incentive plans, as well as individuals. We tailor our service around you and work collaboratively with other advisers.

Our online portal provides 24 hour access to your reporting dashboard and our highly experienced operations specialists are available by email or on the phone.

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Cash & FX

We provide all our clients with multi-currency cash accounts as standard. In addition, we offer FX services and can implement forward currency contracts for you.

If your cash is tied up in your investments, we have partners that may be able to lend against your portfolio at attractive rates. We can provide cash management services so that any uninvested cash can work harder for you.

We make moving your money simple and we ensure a seamless process for cash transfers to your designated named bank accounts.

We have the experience, take responsibility, are flexible and we always put the client first

| Liberum Wealth