INTERMEDIARIES

Working closely with you, we offer a broad range of products and services which are not only fit for purpose, but tailored to the specific needs of your underlying client. But a comprehensive offering doesn’t have to come with a high price tag. Our intermediary service is low cost, with no hidden charges or add-ons tacked on. And being part of Shard Capital stands us apart from our peers, providing clients with access to the wider group’s extensive product range, network and resources.

We offer:

  • No custody charges, allowing flexible pricing
  • Broad range of services and products to ensure a comprehensive and complete investment solution for your clients
  • In-house expertise across a full range of investment disciplines including direct lending, convertible bonds, global credit markets, structured investments, equities and collectives
  • Accessible offices located in the heart of the City overlooking the Thames

To join Shard Capital, call us on +44 (0)207 186 9950 or email us at scsb@shardcapital.com

EXECUTION ONLY TRADING WITH SHARDGO

Build a physical share portfolio yourself using our intuitive trading platform, backed up by the expertise of our broking team who are on hand to help. ShardGO allows you to manage your portfolio easily, at any time, on any device from a single account.

ADVISORY SERVICE

Our Advisory Portfolio Service gives you access to a dedicated Investment Manager who can advise you on a particular investment, or help build a comprehensive investment strategy taking into account all of your assets and investments. It also allows you to remain the key decision maker.

DISCRETIONARY SERVICE

Our full investment management service means we'll devise and execute a strategy to suit your client’s specific objectives and attitude to risk. We can accommodate investors with different levels of experience and wealth.

MOSAIC

A discretionary service providing a readymade investment solution that meets the growing demand for a multi-asset, risk based approach to managing clients’ assets. The Mosaic portfolio is invested in carefully selected third party funds according to five different risk strategies.

AIM INHERITANCE PORTFOLIO SERVICE

Our AIM Inheritance Portfolio is designed to significantly reduce the inheritance tax payable on an estate via Business Relief. It can be constructed within an ISA wrapper and benefits from our strong relationships with our market counterparts and AIM companies.

ENTERPRISE INVESTMENT SCHEME

This is a discretionary service which provides an investor the opportunity to benefit from income tax relief. It only invests in listed EIS-eligible securities, unlike some of our peers who invest in unlisted stocks where pricing and liquidity is very opaque.