Wealth
Management
About us
Governance and Compliance
At SRS Investments, strong governance and strict compliance are at the heart of how we operate. We recognise that clients place their trust in us to protect and manage their capital, and we take that responsibility seriously.
Regulatory alignment
Our framework is designed to fully align with UK financial regulations, including oversight from the Financial Conduct Authority (FCA) and protections offered through the Financial Services Compensation Scheme (FSCS).
Robust controls
We maintain rigorous internal controls, transparent reporting, and independent oversight to ensure that all investment activities meet the highest standards of accountability.
Investor protection
Client funds are held in segregated custody accounts through HSBC’s infrastructure. This ensures assets are safeguarded and never co-mingled, providing an additional layer of security and reassurance.
Commitment to transparency
From regulatory disclosures to performance reporting, we are committed to keeping clients fully informed at every stage of the investment process.
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Our company
SRS Investments operates as a specialist Institutional Special Purpose Vehicle (SPV), giving clients access to carefully structured fixed-rate bonds. Through our partnerships with leading financial institutions, including HSBC, we ensure that every investment is built on a foundation of security, compliance, and accountability.
Our people
Behind SRS Investments is a team with deep experience in financial services, banking, and structured products. Our collective expertise allows us to design solutions that meet the needs of private investors, charities, mutuals, and pension schemes alike. We work collaboratively, drawing on our combined strengths to deliver the best outcomes for clients.
