Define access and custody needs
Distinguish the need for an investment account, a custody arrangement and a payment account so each application has a clear purpose.
Investment accounts & custody
Connect your investment needs with the right account arrangements.
Explore investment-account and custody requirements with relevant institutions. We help clarify the intended assets, account holder and supporting documentation, and coordinate the application process.
01 / The scope
How we help.
Prepare the investor profile
Organise the account-holder information, ownership where relevant, asset background and source-of-funds documentation.
Coordinate with institutions
Clarify available account and custody services, documentation and onboarding steps with providers considering the profile.
A few terms, explained
- Investment account
- An account used to access investments through a provider. The available instruments, service and eligibility depend on that provider.
- Custody
- The arrangements for holding and administering assets. It is important to distinguish safekeeping from investment advice or management.
- Crypto wallet
- A tool for accessing digital assets using cryptographic keys. Provider custody and self-custody involve different control and access arrangements.
03 / Useful answers
Your questions.
Do you manage investments or choose securities?
Our role here is account preparation and provider coordination. Investment advice, execution and custody are separate services provided under the relevant institution’s agreement.
Can digital-asset wallet or custody options be considered?
We can help scope the requirement and coordinate enquiries with relevant providers. Availability, supported assets and acceptance depend on the provider, client profile and applicable requirements.
Tell us what you would like to arrange.
Enquire about this serviceProduct availability and account acceptance are determined by the relevant institution. Brunel Advisory does not hold client assets or provide portfolio management.