Platform Securities
Profile
Platform Securities provides outsourced back office services to some of the UK‚Äôs leading wealth managers. Our service allows our clients to focus on what they do best ‚Ä“ attracting and retaining clients, and making investment decisions. We then do everything else, all the way from trade execution through to settlement, custody, reconciliation and all other administration. We also maintain the client books and records, and hold the assets in our nominee name. Offshore custody for non-res and non-dom clients is supported through our Jersey Subsidiary. However, we are not your usual ‚ÄòBack office‚Äô or software provider. We take a partnership approach to client relationships, fully embracing the specific business model in order to take responsibility for the areas outsourced to us. We are side-by-side with our clients as they evolve and implement their own growth strategies. We discuss how we can best service future needs, not just process the needs of today. We also deliver a flexible, responsive and professional service, which has seen our assets under management triple since 2012. For our clients, excellence comes as standard, it‚Äôs not optional. They know they can rely on us to manage their mission critical clearing and settlement processes, empowering them to focus on their core business. After all, that‚Äôs what they do best ‚Ä“ and it allows us to do what we do best as well.