A.J BELL LTD

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A.J BELL LTD

Short profile:

We are a leading provider of dealing, settlement, custody and research services to the securities industry. Our clients include wealth managers, IFAs, trust companies, pension funds and stockbrokers. At A J Bell Securities we believe in working closely with our clients, in truly understanding their business so that we can create a long-term partnership. We pride ourselves on the longevity of our client relationships, with many remaining as clients since our inception and many of our new clients coming through personal recommendation.

Detailed description:

Collective Investment Funds have become a vital part of many wealth managers' strategies yet the dealing, settlement and custody remain difficult and costly. We have designed our FundService to offer a solution to this by centralising the dealing and custody through one service. FundService allows you to deal in a wide range of collectives through our Dealing Service. We will then manage the settlement and custody for you, thereby removing the operational headaches and costs. Additionally, due to the excellent relationships we have with the Fund Managers, we will ensure that the initial charges are heavily discounted or completely free for many funds.

Keywords:

financial advisers, financial service, investment, investment management, investor, wealth manager, investment funds, dealing service