Description:
We’re working exclusively with a global advisory platform built specifically for independent advisors who want to scale their business, access international clients, and deliver a premium service without sacrificing autonomy or ownership.
Whether you're looking to monetise your book, scale globally, or finally access the kind of support usually reserved for private banks, this is a serious upgrade.
🔧 What You Get – Fully Built Platform:
💷 Market-Leading Earnings & Commission Splits
Whether you opt for an employed or self-employed structure, this platform is built to reward high performance:
- Employed roles come with generous fixed remuneration and a clear, scalable bonus model
- Self-employed IFAs benefit from exceptional revenue share on personal production
- Access to qualified lead flow and acquired books to drive AUM growth quickly
- Bonus accelerators and leadership incentives for senior advisors
- Structured options for book monetisation, transition, or succession
No clawbacks. No convoluted terms. Just a fair, transparent model with serious upside.
⚙️ End-to-End Operational Support:
- Full back-office team: client onboarding, admin, compliance, and reporting
- Real-time CRM, dedicated Relationship Managers, and onboarding teams
- Seamless cross-border onboarding capabilities for global HNW/UHNW clients
- In-house paraplanning and investment support for proposal generation
📈 Qualified Client Flow & Growth Infrastructure:
- Regular access to pre-qualified, high-conversion leads
- Opportunities to take over acquired books of clients to fast-track AUM growth
- Optional internal client transfers, joint advisory work, and internal referral system
📊 Multi-Asset Investment & Custody Solutions:
- Centralised Investment Proposition (CIP) with multi-asset flexibility
- Direct access to institutional-grade Discretionary Fund Managers (DFMs)
- Structured Products, Actively Managed Certificates (AMCs), Private Markets
- ESG portfolios, thematic investing, and tailored investment strategies
- Custody via Tier 1 global banks under competitive institutional pricing
- In-house investment committee and portfolio specialists available on-demand
📍 Global Presence, Remote Flexibility:
- Regulated offices across the UK, Switzerland, EU, UAE, and Asia
- Fully remote advisory model supported with full infrastructure
- Relocation support and visa sponsorship available in select jurisdictions