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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Please note: this content is only applicable to an offshore audience.

Treasury services

We also offer these added-value services (where the service is authorised in the jurisdiction), for existing private clients with surplus cash pending longer-term investment or with foreign exchange requirements:

Cash management

A bespoke service designed to provide you with proactive management of your cash investments. This ensures you have cash that’s being kept safe and available to meet any short-term liquidity needs or take advantage of investment opportunities.

We can look after your money as call or fixed-term deposits in a pooled or bespoke arrangement. It will be held in a client account, ring-fenced from the firm’s money with approved counterparties on which we’ve undertaken due diligence.

Foreign exchange (FX)

If you wish to buy or sell currency we offer an efficient, transparent and competitive multi-bank FX trading service in 25 currencies. Our service includes dealing, management and advice.

 

How can we help?

If you would like to know more about our services for treasury services, or want to speak to one of our team, get in touch. We will be delighted to give you more details.
Photo of Carl Moreira

Carl Moreira

Senior Treasury Manager

I am responsible for the active management of pooled client-monies, the provision of foreign exchange services, and the strategic development of Treasury business. Additionally I am a member of our Fund Selection Committee (Alternatives) with a specific interest in Private Equity. I am a CFA Charterholder and a member of the CFA Institute. I am also a Chartered Fellow of the CISI and also a member of ACI UK, The Financial Markets Association.


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Photo of Iain MacKenzie

Iain MacKenzie

Head of Treasury

I joined the company in 2008 after 27 years in banking, predominantly in Treasury, managing back & front office functions. With a focus on cash, interest rates and foreign exchange, my cross divisional role connects with the business on many levels.

I am a holder of the ACI Diploma & a Chartered MCSI.


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Photo of Tracey Carter

Tracey Carter

Treasury Manager

I joined the company in January 2009 after having time off with my daughter beore she started pre-school. Prior to that I worked for 12 years at RBSI as their Foreign Exchange trader. Many of my roles have involved daily interaction with clients.

I was involved in the initial set up of our Treasury desk and have enjoyed watching the desk develop over the years. My business qualifications include the ACI Diploma and the Investment Advice Diploma. I am also a member of the ACI UK and the CISI.


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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.