OUR PROCESSES
OUR PROCESSES
Simply Wealth work exclusively with Qualified Investors and unfortunately cannot accept applications from unqualified retail clients.
Our Clients
We conduct thorough compliance checks on every potential investor to ensure that our Private Clients possess the necessary financial expertise and business acumen. Our objective is to cultivate enduring relationships with our Private Clients, with the expectation that these connections will expand to encompass a broader array of traded securities over time.
Transparency
We recognize that a successful relationship entails mutual effort, and we acknowledge that you depend on our company to deliver the highest possible returns with minimal risk to your capital. We are committed to transparency and integrity in our dealings with clients, openly communicating and providing any necessary performance data.*
*subject to institutional non-disclosure agreements.
Products
Our Private Clients typically begin their program with a Bond Trade. As the relationship progresses, it's common to explore various categories of equities, debt securities, and derivatives. In certain situations, SPV/Preference Shares or JV initiatives may emerge at investment levels exceeding £10 million.