For our corporate and intermediary clients, we have a number of services and tools that can help manage your clients' portfolios.

Firstly, our dedicated client services team is on hand to help you with any queries. We focus on providing investment solutions for everyone. For our introducers, this means that we can offer tailored and flexible investment strategies, accommodating lower to higher risk profiles starting from £5,000.

Our online portal allows secure access to view all of your client portfolios in one central place. You will find live portfolio positions along with more formal valuation reports, which are available to download in a format that is convenient to you.

We work with a range of financial intermediaries

  • IFAs
  • Trust companies
  • Lawyers
  • Accountants
  • Family offices
  • Charities
  • Third party introducers

Our focus is on providing you with a service that best suits the needs of your individual clients, or the charities or organisations you represent.

  • Execution and Custody Services

    Whether you are trading in traditional equities, bonds, funds, foreign exchange or precious metals, we are here to help you. As an established Execution Only service, our trading team has a friendly, professional and transparent approach. We can also securely store assets on behalf of your clients.

    Our transparent agency fixed interest trading offering allows greater pricing via the LSE membership and growing Global OTC counterparties. 

    To find out more please visit our Execution Only page.

  • Advisory Investment Service

    Our Advisory team understands that some clients may have investment requirements which are not suited to a “one-size fits all” approach. We therefore offer a highly flexible service which endeavours to accommodate their specific investment objectives.

    At the core of the Advisory service, our experienced team serves as a sounding board to clients who either want the final say on their investments, additional support in making investment decisions or an opinion on investment ideas.

    To find out more please visit our Advisory Investment page.

  • Discretionary Investment Management

    We offer investment funds and portfolio management services. Our aim is to understand the individual investment needs of each client and ensure that these needs are met.

    Regular reporting, online access and a friendly voice at the end of the telephone mean that you are always kept in the loop regarding how your clients' investments are performing.

    To find out more please visit our Discretionary Investment Management page.

  • Cash Management

    As a specialist cash manager we can add value to your cash portfolios through the services we offer. We do the work for you; finding the best rates of return (often above standard bank rates); placing, settling and reporting your cash transactions and their performance.

    To find out more please visit our Cash Management page.

  • Precious Metals

    If you are looking for an alternative investment, or to diversify your existing client portfolios, Ravenscroft offers the opportunity to purchase and store a variety of precious metals, including gold, silver, platinum and palladium.

    To find out more please visit our precious metals page.


Market Commentary

We provide regular market commentaries which are relevant to the day-to-day management of your client portfolios to allow you to keep informed about their investments.


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Intermediaries disclaimer CI

Important information
For financial advisers and investment professionals only

The information in this area of the website is aimed at financial advisers and other professional financial intermediaries in the Channel Islands and it is not intended for direct use by private investors or onward distribution to retail clients or the general public. The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments. This site is only made available in the Channel Islands. If you decide to access this site from outside the Channel Islands you agree to be responsible for complying with any local laws.

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