Advisory & Discretionary Asset Management
SECURE CUSTODIAN
Our firm provides our clients with some of the most substantial asset protection available today.
The security of our client’s assets and investments is paramount. We believe by working with one of the most respected counter-parties, AXG Advice can provide our clients with some of the most substantial asset protection available today.
We hold mainly all of our client’s investments with our custodian, Pershing Limited, part of the Bank of New York Mellon Corporation (BNY Mellon). BNY Mellon is considered to be one of the largest and most reliable financial institutions in the world, unparalleled in terms of their size, security and experience in custody and clearing services.
Pershing has been providing such services since 1939 and is regulated by the Financial Conduct Authority (FCA) in the UK.
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Adventurous Core Portfolio
Objective: Outperform RPI UK +4.5%
Growth Core Portfolio
Objective: Outperform RPI UK +4%
Balanced Growth Core Portfolio
Objective: Outperform RPI UK +3%
Balanced Core Portfolio
Objective: Outperform RPI UK +2%
Cautious Balanced Core Portfolio
Objective: Outperform RPI UK +1%
Cautious Core Portfolio
Objective: Outperform RPI UK
"Our platform offers clients and their adviser’s 24-hour access and allows immediate consolidation of all client investments, plus real-time portfolio valuations, comprehensive analysis of investments, details of asset exposure and performance measurement."
ADDRESS
AXG Advice
Mocatta House
Trafalgar Place
Brighton
BN1 4DU
United Kingdom
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