At CSB Investors, we partner with External Asset Managers (EAMs), wealth advisors and introducing brokers, offering tailored support and advanced technology solutions to ensure efficient portfolio management. Our long-term partnerships are built on trust, reliability and operational excellence. We empower you to create prosperity and add value to your clients by providing customised solutions to help develop your business and enhance client service.
Wealth management firms
We collaborate closely with wealth management firms to deliver tailored investment solutions that align with their clients' financial goals. Our comprehensive support enables wealth managers to focus on nurturing strong client relationships while consistently delivering high-quality tailored investment strategies.
Corporate and Trust Administrators
Our services for corporate and trust administrators are designed to streamline operations and support fiduciary responsibilities. We provide advanced tools for managing complex investment portfolios, ensuring compliance, and providing transparent reporting to meet your clients’ needs efficiently.
Lawyers and advisers
We extend our comprehensive suite of services to a diverse range of partners, including lawyers, financial advisors, tax professionals, and family offices. Our flexible, scalable solutions are designed to meet the unique needs of each partner, ensuring they have the tools and support necessary to serve their clients effectively.
Introducers and Introducing Brokers
Our partnership model with introducers and brokers prioritises mutual growth and success. We offer seamless onboarding, competitive pricing, and a comprehensive suite of services that empower you to offer high-quality solutions to your clients. With our dedicated support, you can expand your business, enhance client satisfaction, and benefit from a transparent and rewarding partnership structure.
As your clients’ advisor, you offer them your expertise and suggest strategies to help them grow and protect their wealth, while benefitting from our scalable infrastructure and resources. We will help you every step of the way, by providing you with all the trading and investment tools and support you need.
Our offering is bespoke, so we can provide you with a wide array of integrated solutions, including brokerage, regulatory support, reporting, multi-centre booking, and more. Join forces with CSB Investors and let’s work together to help your clients achieve their financial aspirations.
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We are committed to building the best tools you and your clients can benefit from. We constantly invest in in-house fintech and regtech solutions, from automated KYC/AML systems and portals to front- and back-office systems and reporting.
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You can onboard and consolidate with us clients of different jurisdictions of origin and residence (e.g., both resident and non-resident US persons, citizens of frontier markets, etc.).
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Our services are customised to reflect your specific situation, requirements, and fee calculation, collection and payment modalities.
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Access our group’s transaction and booking centres in the UK, Malta, Mauritius and Cook Islands.