The Dynamic Cash Managment service works with a range of client types, building bespoke portfolios which are built around unique client liquidity requirements. Cash is actively managed to prioritise security and deliver consistently competitive rates of interest, while minimising administration.
Our client management team research and select the most suitable accounts for a client’s cash from the whole of the savings market.
We only choose competitive accounts from reputable institutions for our clients. We move the money when rates change and new opportunities arise. We arrange the paperwork and we keep our clients informed.
The service provides the following: