Custody is key to the protection of your assets and we look at the underlying assets and ratings of each
bank to select those we feel are the best candidates for our clients.
Each bank varies and offers a different menu of services, and cost structure so clients leave it to us to figure out
how we can best serve your interests, and then you can decide after having all the facts which custodian is suitable.
After selecting going through a thorough 6 step process we define the strategy.
Next, we access suitable banks often using up to three custodians depending on the client's
needs, as no two banks offer identical services.
The clients always full control over their own bank accounts and the withdrawal of funds
or transfer of funds requires clients' approval directly with the bank custodians a safeguard.
47 Heritage as managers have a limited power of attorney to manage your account in
accordance with your investment mandate.