Exceed client outcomes
What is the CIO Service?
The CIO service is a dedicated service for IFAs to meet and exceed regulatory requirements in respect to investment management services offered to clients. It is a high-touch advisory service.
You have direct access to our CIO, a 25 years experienced investment professional. You will have direct access to our experienced and broad investment team.
The CIO service is a packaged all-encompassing investment solutions engine for the advisor to implement.
Dedicated to serving the IFA market
Our CIO service is unlike any other advisory service out there. We have a unique investment approach and process, which we can deliver direct to the IFA. It is a leading institutional like service to the IFA market.
By using our service, you will have a complete investment engine that is being continuously improved, encompasses your views and looking to deliver out-performance over the short and long-term for investors. This is a service designed with complete focus of IFAs in mind.
What do you get from us?
Your dedicated investment office
An institutional investment engine
- Bespoke model portfolios ranges. Make investment management a genuine competitive advantage through better outcomes for clients. Better performance outcomes.
- Robust processes. Show evidence that you are providing value for money for the investment services that you are providing to clients with a robust investment proposition.
- Quarterly investment committee meetings. For a fraction of an in-house CIO office, you get full senior CIO access.
Marketing and operational support
- Direct unfettered access to the CIO and the CIO office. Save time: leaving you to spend more time with your clients, potential clients. Have a better work/life balance.
- A fully built Centralised Investment Proposition (CIP) for you to operate.
- White-labelled marketing collateral. Outsource factsheet production.
A unique investment style for clients
- A genuine differentiated proposition and service. An optimistic long-term, absolute return mindset. A mindset that over-diversification creates index like returns. That the optimal decision is to do is stick to your best ideas that you have conviction in. Thinking long-term, thinking in themes.
- A unique, robust investment methodology – be focused, stand out from the peer group.
- Academically backed approach. Robust, transparent and understandable investment approach.
Why partner with Binary Capital
Transparent products and pricing
Long-term partner dedicated to giving a personalised service
Dedicated team that understands your business & your clients
The Binary Capital Way
The sound, long-term investments we’ll make on your behalf will be characterised by their proven track record, liquid nature and highly concentrated positions.
About UsOur team is here for you
We are privately owned. We have no conflicts of interests. 100% independent and 100% whole of market. Fully modular and bespoke centralised investment process built for your business. We respect your independence and help you maintain your independent status as your competitive advantage in a consensus, commoditized market.
Let us answer your questions and deliver the right long-term investment for you.
Download Brochure
Learn more about what we can do for you and your IFA business.