Access the value locked in your investment portfolio without liquidating your positions. Our portfolio finance solutions allow you to borrow against stocks, bonds, funds, and other securities while maintaining your long-term investment strategy.
Keep your investments working while unlocking the capital you need.
Keep your portfolio invested and continue to benefit from dividends, interest, and capital appreciation while you borrow.
Borrowing against your portfolio may be more tax-efficient than selling assets and triggering capital gains. Consult your tax adviser for details.
Use the capital for any purpose -- property purchases, business investment, tax planning, or personal needs. No restrictions on how you deploy the funds.
A streamlined process designed to get you access to capital quickly.
Share details of your investment portfolio. We assess the asset mix, liquidity, and concentration to determine how much you can borrow.
We provide a tailored offer based on your portfolio composition. Loan-to-value ratios vary by asset class, with blue-chip equities attracting the highest advance rates.
Once the facility is in place, draw funds as needed. Many clients use a revolving facility, drawing and repaying as their needs change.
We accept a wide range of investment assets as collateral, with advance rates tailored to each asset class.