Global wealth platform
A global wealth platform built by entrepreneurs
Market Securities Wealth delivers institutional infrastructure, operational support, and an independent investment committee for investment managers, external advisory partners, and investors.
Our Community
Supporting investment managers, external advisory partners, and investors
Market Securities Wealth supports external advisory partners, investment managers, and investors through a modern platform that provides institutional infrastructure with flexibility to suit different operating models.
Investors
Access | Clarity | Confidence
Access institutional capabilities through trusted relationship managers.
- Advisory, discretionary and execution-only services
- Direct access to experienced investment managers
- Transparent reporting and full portfolio visibility
- Secure digital access to portfolio information
- Access to curated off-market opportunities
Investment and Relationship Managers
Build | Retain | Scale
A platform designed to help you build your client book, retain relationships and scale internationally.
- Retain ownership of client relationships
- Scale your business across jurisdictions
- Deliver consistent reporting and client service
- Streamline onboarding and operational workflows
- Access institutional investment oversight
- Support long-term client retention through robust infrastructure
External Advisory Partners
Distribution | Efficiency | Access
Infrastructure designed to support distribution growth, operational efficiency and access to global markets.
- Expand distribution through established institutional infrastructure
- Improve operational efficiency with integrated middle- and back-office support
- Access global custody and cross-border capabilities
- Deliver scalable, white-label client reporting
- Operate within an established regulatory and compliance framework
Why Market Securities Wealth?
Institutional infrastructure with an entrepreneurial wealth mindset
Market Securities Wealth combines the strength of an established financial services group with a flexible model designed for external advisory partners, relationship managers with an existing client base, and investors.
Institutional Governance
Operates within the Market Securities Group, providing a regulated international financial services infrastructure with established governance and compliance oversight.
Independent investment oversight
An experienced investment committee provides independent oversight across strategies, risk management and asset allocation.
Global onboarding
Structured global account opening support, enabling efficient client onboarding across jurisdictions and operating models.
Operational infrastructure
Access to institutional-grade technology, reporting frameworks and operational support designed to support scalable growth.
Trusted infrastructure
Built on established financial partnerships
Market Securities Wealth combines entrepreneurial wealth advice with the institutional infrastructure of the Market Securities Group. Through established relationships with leading global financial institutions, including BNY as global custodian, we provide secure custody, operational resilience and access to international markets. Through our relationship with BNY, one of the worlds leading global custodian, we provide secure custody, operational resilience and access to global markets.
Platform support by role
How we support you
Market Securities Wealth supports different offerings across external advisory partners, relationship managers and investors. Select your role to explore how the platform supports your specific needs.
Step one.
Strategic onboarding
Understand your operating model, client base and objectives to define a structured onboarding approach.
Step two.
Seamless integration
Align operational workflows, onboarding requirements and supporting technology.
Step three.
Client migration & continuity
Coordinate custody setup, documentation and account transitions to maintain continuity.
Step four.
Ongoing partnership
Operate independently while benefiting from institutional support, oversight and reporting.
Step one.
Seamless integration
Align operational workflows, onboarding requirements and supporting technology.
Step two.
Ongoing partnership
Operate independently while benefiting from institutional support, oversight and reporting.
Step three.
Strategic onboarding
Understand your operating model, client base and objectives to define a structured onboarding approach.
Step one.
Client migration & continuity
Coordinate custody setup, documentation and account transitions to maintain continuity.
Step two.
Strategic onboarding
Understand your operating model, client base and objectives to define a structured onboarding approach.
Step three.
Ongoing partnership
Operate independently while benefiting from institutional support, oversight and reporting.
Step four.
Seamless integration
Align operational workflows, onboarding requirements and supporting technology.
Step five.
Strategic onboarding
Understand your operating model, client base and objectives to define a structured onboarding approach.
Step six.
Ongoing partnership
Operate independently while benefiting from institutional support, oversight and reporting.
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