Our Custodians
Collinson Wealth Partners does not hold client assets or property. Instead, we have selected two partners whose custodial services safeguard our client assets: MMC and Consilium (FNZ Custodians Limited, via Consilium Wrap).
The custodians are responsible for ensuring the safe keeping of our client assets. To access one of our selected custodians, clients must open an account on a custodial wrap platform. Clients then provide Collinson Wealth Partners with the authorisation to effect trades on the platform, and to charge a management fee. Collinson Wealth Partners has no other authority over the account.
The custodian and wrap platform are responsible for:
Ensuring the safety of client assets
Providing access to a range of reports that we can run for clients
Providing year-end tax reporting
Providing online access to client accounts
About our Custodians
….. quietly proud of our attention to detail, recognising the importance of the information we manage for our clients and the impact this has on the way they operate, as well as how successfully they manage the investments of their investors.
We provide unparalleled support to fund and wealth businesses through a combination of exceptional people talent and our own technology platforms. The strength of MMC is in the sum of us.
Consilium offers a wide range of innovative solutions designed specifically for advisers and their investors. By accessing the power of FNZ's world leading custodial services technology, Consilium Wrap makes it easy to keep track of all your investments with 24/7 online access, so you can see your entire portfolio all in one place, at any time. With a dedicated customer service team, Consilium Wrap provides efficiencies and support to ensure your funds are expertly managed.