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Wealth and Investment Platform

We recognise the effort you’ve invested in building your wealth and understand the ambitions you have for the future. Our role is to support you in achieving your goals.

If you prefer to manage your own portfolio and make your own investment decisions, our dedicated team is here to provide the platform, access and support you need.

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Execution-only dealing services

Designed for experienced investors who do not require advice, our execution-only service enhances your trading capability by providing comprehensive market access across a wide range of financial instruments, alongside secure offshore custody.

If you prefer to retain full responsibility for your investment decisions, this service offers a streamlined and efficient route to market.

It is also available to Investment Intermediaries managing portfolios on behalf of their clients.  Our experienced, qualified team will execute your instructions promptly, routing orders to the market to achieve the best available execution price.

This service is intended for investors who have a clear understanding of the risks associated with the investments you are considering.

Contact Us

BAN005 Bank Branch Phone BAN005 Email Email BAN078 Personal Manager In branch

Phone

Call us on +44(0) 1534 828160

Lines are open 9am – 5pm UK time, Monday  to Friday (except Wednesday when we open at 9.30am)

Email

We're here to answer any questions, get in touch via email

In branch

Jersey Isle of Man

Jersey
Santander Work Café
13-15 Charing Cross
St Helier,
Jersey
JE2 3RP

Channel Islands

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Isle of Man
Santander Work Café

Market Hall,
North Quay
Douglas, 

Isle of Man,
IM1 2BQ

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Frequently asked questions

Here you'll find answers to the most commonly asked questions about our Wealth and Investment Platform.

What is the Wealth and Investment Platform?

The Wealth and Investment Platform is an execution-only investment service designed for experienced investors who prefer to manage their own portfolios without receiving financial advice. The platform offers access to a wide range of global markets and financial instruments.

Who is eligible to use the Wealth and Investment Platform?

The Wealth and Investment Platform is available to professional customers who possess the requisite knowledge and experience in financial markets to make informed investment decisions independently. You must also hold a Gold Account to use the platform.

What types of investments can I access through the Wealth and Investment Platform?

You can trade equities, fixed income securities, and investment funds across more than 25 global markets.

Can I transfer existing investments to the Wealth and Investment Platform Wealth and Investment Platform?

We offer an asset transfer-in service, which assists you to transfer your investments held with another custodian to Pershing.

Is there an online portal to view my investments?

Customers have access to the Pershing Investor Portal, where they can view and monitor their investment holdings.

What fees and charges apply to the Wealth and Investment Platform?

Fees, commissions, and other charges are outlined in the platform’s fee schedule. You can request the fee schedule from your Relationship Manager or view it online.

Fees and Charges

Investment risk disclosure

The value of investments and any income from them can go down as well as up and you may get back less than the full amount you invested. Investments should be held for the medium to long term, typically for at least 5 years or more. If you cash in some or all of your investments, particularly in the early years, you may get back less than you paid in. Some funds carry more risk in order to give greater potential returns. No advice on investments has been given. If you are in any doubt as to whether the investment service is suitable for you, you should seek advice from a suitably qualified adviser. Santander International does not provide tax advice to its clients. The tax treatment depends on your individual circumstances and may be subject to change in the future