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

Shard Capital Prime

Clients with a Shard Capital Stockbrokers account will automatically have access to our Prime service. This covers managed, advisory and execution only services across a full range of asset classes and instruments such as global large cap stocks, FX, CFDs, futures, and options. We also have a strong background in small cap stocks, and can provide access to IPOs in AIM and small companies – generally higher risk investments – aiming to help clients navigate these risks.

Wealth Management

For an all-encompassing approach to your wealth and financial planning, look no further. Our wealth managers benefit not only from years of experience, but access to all the other broking and asset management services and professionals within Shard Capital. Add to that our other partnerships across the City, we’re well placed to meet your wider requirements in full whatever stage you’re at with you investment planning.

Stocks & Shares ISA/JISA

Shard Capital offers competitively priced Stocks & Shares ISAs/JISAs to help with tax efficient investing. You can hold as many investments as you like, buy and sell a broad range of securities and investments or make lump sum subscriptions at any time, as long as the annual limit, set by the HMRC, is not exceeded. The cut-off date for investing in an ISA is 5 April every year. If the maximum allowance has not been used by then, you will lose the chance to do so for that year.


Shard Capital offers a third Party SIPP. We take responsibility for the investment management and administration of the custody of the investments and cash, while a leading SIPP provider acts as the trustee. As the respective offering of any two SIPP providers can differ significantly, Shard Capital has relationships with a number of established providers so we are able to provide you with a high degree of choice: for example a particular investment may not be eligible for inclusion in one SIPP, but may be eligible in another.


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.


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 discretionary AIM inheritance portfolio service 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.

EIS Portfolio Service

This is a discretionary service which provides an investor the opportunity to benefit from income tax relief. We offer a service which benefits from our expert knowledge in EIS qualifying companies, and helps build you a suitable portfolio.