Our Focus
Morse’s Wealth Management practice focuses on the needs of firms who provide investment services to private individuals. Types of firms include:
- Intermediaries - IFA firms, accountants and solicitors
- Execution Only Stockbrokers
- Private Client Stockbrokers
- Private Client Investment Managers
- Private Banks
We also work with providers of services to these firms
- Outsource service providers - e.g. administration, cu:stody, clearing and settlement
- Investment service partners - e.g. asset allocation, performance and risk specialists
- Investment product partners - e.g Multimanagers, Hedge funds
- System providers
In addition to our UK on-shore capabilities, we service the specific needs of the UK Offshore Islands (including Trust Companies) from our Jersey Office.