Investment Administration

Equiniti Wealth Solutions, which has been awarded the GoodAccredited Standard for 2016, provides investment administration allowing wealth managers and stockbrokers to outsource some, or all of their middle or back office functions. As well as being the customer interface, we provide a centralised pooling of custody and business processes.

By outsourcing their investment administration our clients benefit from a reduction in the cost of processing, a reduction in regulatory risk and an increase in the level of security.

Equiniti’s investment administration services are underpinned by Xanite, our wealth management platform.

Our service is modular and configurable which provides our clients with the flexibility to choose the service and support tailored to their specific requirements.

Download the 2015 Equiniti Wealth Management Report - a 360 degree view of the future of wealth management.