Financial advisers
Personal, independent and accessible investment services
Helping you deliver investment solutions for your clients, across the globe. We nurture the investments so you can focus on your client service and their wealth plan.



Personal
You will always have a local touchpoint with a dedicated Business Development Director, visiting you on a regular basis and staying in regular contact so you have everything you need for your client interactions.

Independent
Your clients benefit from the management of their investments from a leading global financial centre, no matter where they reside. We have a whole of market approach to investing, meaning our decisions are independent and on a best-in-class basis.

Accessible, true partnerships
We integrate with your business, so you have access to more than purely investment services for your clients. You can benefit from all corners of our business and by working in partnership with us, we alleviate some of the heavy lifting when managing regulations.
A strategic alignment of investment services
We have successfully partnered with financial advisers since our inception in 2008. We understand your challenges and we assist you with navigating an evolving investment landscape.
A purposeful arrangement
Our expertise works best when it is shared
At SRS, we work in partnership with you to provide services and support based on what is best for you and your client.
