Our Services for IFA's
We offer a range of tailored management services for financial advisers designed to complement your existing proposition including:
- Cascade Cash Management
- Investment Management
- Segregated Structured Products Portfolios
- Access to Listed and Secondary Market Structured Products
- Access to Private Funding Circles and Credit Brokerage
- Estate Planning
Meet the Supreme Investment Capital and Finance Team
We provide an independent and reliable holistic back office service for financial advisers and their clients to complement their existing proposition and help to monetise areas which traditionally carry little to no revenue generation. We are well-versed in ensuring our services are seamlessly integrated into your own and, wherever possible, white labelled for your convenience.
Your Supreme Investment Capital and Finance adviser will work with you to understand your clients' circumstances, long term goals and attitudes to risk so that your financial practice and your clients can enjoy the convenience of our expertise and comprehensive range of intermediary services for the lifetime of a client relationship.
Private Funding Circles
We provide convenient and productive access for all our intermediaries to the growing market of peer-to-peer funding. Projects are initially vetted and considered on a case-by-case basis by our Investment Committee and those which are suitable are put forward to be funded via a syndicated loan comprised of a number of private investors.
Our funding process is generally more flexible than traditional funding requirements from banks and building societies and our Private Funding Circles can be both debt and equity based. Equally, the rate of return for each project will be set at a commercial rate benchmarked against comparable rates for the type of funding and length of funding being sought.
Each intermediate partner is welcome to put forward both potential investors and potential borrowers. Should you wish to explore a specific project further or generally find out more about Private Funding Circles please contact a member of the Supreme Investment Capital and Finance team at your convenience.