Understanding your business.
Our job is to create an investment solution that works for you and your clients. We do not have a ready-made solution for you. Everything we work on is done in partnership and tailored to align with your existing business processes.
We understand the challenges you face, by working in partnership we can help you provide your clients with a truly enhanced investment management service.
You grow. We grow.
We are not sales people. We are investment professionals. We help you grow your client base and allow you to spend more time building your relationships with your clients.
Our team is open to a range of partnership models. We can discuss, agree and then collaborate on commercial agreements that work for you and your clients. We are very happy to organise joint marketing events and seminars for your clients, at your location or in Mayfair.
Our Services for Professionals.
Discretionary Portfolio Management Service
A range of model portfolios that spans low risk to high. Available from £100,000, our Managed Portfolio Service provides a lower access point to a discretionary investment management service.
Marketing & Operational Support
We work with you to organise seminars, meetings and marketing campaigns to deliver an exceptional service to your clients. Also providing you with materials to use to help you meet regulatory standards.
Bespoke Portfolio Management Service
Our bespoke investment management service is intended for clients with £500,000 and above, where a tailored portfolio may be the best way to meet their specific goals.
Portfolios on Platform
Our Portfolios on Platform service is built so you can access the Binary investment approach via a wrap platform of your choice. This growing range includes three risk rated models.
Why choose Binary as your partner?
- Clear, simple and transparent products and pricing for your clients. Excellent incentives for you.
- Exceptional customer journey and service that is personal. We can meet your clients at their location or in Mayfair if required.
- A broad investment platform that is whole of market.
- A dedicated team that understands your IFA business and the personal objectives of your clients.
This page has been prepared for use by professional advisers and intermediaries only. It is not intended for use by retail clients.
Capital at Risk. The value of your investment can go down as well as up, and you can get back less than you originally invested.