Arranging Custody
At MENSA, we prioritise the security and responsible management of our clients’ assets. As Independent Asset Managers (IAMs), we understand the importance of partnering with reputable custodians to ensure the safekeeping and efficient administration of your investments.
Arranging Custody
Arranging custody involves the careful selection and management of a custodian, a trusted financial institution responsible for holding and safeguarding your securities and assets. As an IAM, we do not physically hold your assets but collaborate with established custodians to provide a secure and transparent environment for your investments.
Our Approach
Client-centric Selection: We work closely with you to choose a custodian that aligns with your unique financial goals, preferences, and risk tolerance. The selected custodian plays a crucial role in the overall management of your portfolio.
Reputation and Expertise: We prioritise custodians with a proven track record, strong industry reputation, and a commitment to the highest standards of security and service. This ensures that your assets are in capable hands.
Transparent Processes: We believe in transparency in every aspect of our services. Our clients have full visibility into custodial arrangements, allowing for peace of mind and clarity regarding the management of their investments.
Why Custody Matters
Security: Custodians provide a secure environment for your assets, reducing the risk of loss or unauthorised access.
Efficiency: Custodians handle the day-to-day administrative tasks, such as trade execution and reporting, allowing us to focus on strategic investment decisions tailored to your financial objectives.
Accountability: The arrangement of custody establishes a clear division of responsibilities, providing accountability and transparency in the management of your financial assets.