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PartnershipsLong-term partnerships
We work with you to create an exclusive proposition which appeals to your existing and prospective clients. We help you stand out in an ever-crowded market. We are proactive long-term partners for your business.
Build a world class investment proposition.
An investment philosophy that is unique and easy to understand.
An active entrepreneurial partner that puts the work in.
A bespoke proposition for you and your clients.
A long-term partner than can help you get to where you want to be.
Why work with us?
Important: Strictly for Regulated Financial Advisors only. Please review disclaimer.
About us
Long-term
We have a focused, long-term, conviction style of investing. Our investment style is pragmatic and relevant to all types of clients. We are patient capital investors.
Entrepreneurs
Being entrepreneurial is a key focus for us. We want to help you grow your business in a smooth and efficient manner.
Unique
We are different in the way that we manage investment portfolios. We have an edge on our business lines: active, passive and sustainable portfolios.
We are independent thinkers with focus. We are investment specialist. That is all we do.
Our partners deserve the best in investment thinking and decision making, we aim to deliver that.
Saftar Sarwar – Chief Investment Officer (CIO)
Why work with us?
We are long-term investors; we are patient investors. We do not care
much for short-term trends and noise. By working with us, you are
working with collaborative partners who through all the jargon and
narrative surrounding the investment markets, only care for making
your clients’ money in a consistent and credible manner.
We are focused active investors. Our track record is credible,
consistent and clear. All investments offered are liquid, regulated
and fully transparent.
We are fundamental, growth-oriented investors.
Your investment office
A long-term partner
We have exceptional specialisms within our firm. We
want to leverage that expertise towards the wider
market by working with selected, trusted, partners.
We want to grow together with our partners. It is not a
business relationship. It is a partnership.
Your success is our success.
We help you build genuine lasting customer relationships through an investment proposition that is easily understood, creating consistent returns over the long-term for your clients.
We are more than just a Discretionary Fund Management (DFM) service. We aim to add value across the value chain - compliance, marketing, infrastructure. It goes back to our philosophy of being in partnership with you.
The business landscape for advisors is constantly evolving and changing. We are part of that change. If we can help on business opportunities, business development and corporate strategies, then we are willing to sit down, discuss and act. That is what partners do.
How we can help you grow your business
Build a world class investment proposition
Marketing & compliance support
Collaborating on business opportunities
Build a world-class investment proposition
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A unique Centralised Investment Proposition
White label our investment proposition
Bespoke to your business
We can support in white-labeling our investment models,
with marketing collateral featuring your branding.
An understandable product range, that creates stable and
consistent returns over the long-run for clients.
An investment proposition that works with your existing
business processes and tools. We align with your preferred
platform and your choice of risk profiling tool. We are flexible
and adaptable to your business.
• The Active Portfolio
• The Sustainable Portfolio
• The Passive Portfolio
• Bespoke Wealth Management
Our product range
• Monthly Factsheets
• A unique and understandable investment philosophy
for the UK retail market
• Advanced ESG analytics for clients in values-based
investing
• Investment solutions for growth, income or both
• Bespoke multi-asset solutions
What we provide
Fact Find and Risk profiling
Asset allocation
Whole of market Fund
Selection
Ongoing monitoring
and rebalancing
Annual Review
Your Investment office
Marketing & Sales Support
Compliance Support
Focus on your current client relationships and building new
relationships.
Organise seminars, conference calls, webinars,
meetings and marketing campaigns collaboratively
with you for your clients. Create and deliver a process
collaboratively to impress and engage meaningfully
with clients.
Marketing & Compliance support
Act
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Compliance is an increasingly intricate area of
running an advisory business. If necessary, we can
help support your internal compliance function as
well as provide you ad-hoc support separate from
that function. A partner you can call on that:
providing you with robustness in a crucial area.
Compliance Support
Marketing Support
Collaborate on business opportunities
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With an entrepreneurial mindset, see us as partners in
your business journey. All of the infrastructure we
have, can be leveraged for the benefit of your business
and your clients. Success does not happen in isolation.
Success happens when working with trusted partners.
Succession and change is inevitable and often
welcome. When the time comes to look at changes
and fresh opportunities, we would welcome a
conversation as to how we, as a firm, can help you
move onto the next stage of succession.
Here when you need us
Succession Planning
To develop an understanding of what
you seek from a partnership, understand
your business, your client base and existing
business processes.
Initial meetings Follow-up
meeting – what we can offer
Begin partnership Due diligence and terms of
business
Building a long-term partnershipBuilt on honesty, transparency and integrity.
Based on previous discussions/meetings – we create a bespoke
& relevant proposal for your business.
Both parties to conduct due diligence as required and agree on terms of business for the partnership.
Continue ongoing dialogue and engagement
Plug in to our infrastructure
• We are different. We have a close-knit company culture ourselves. We understand the need to work in partnership with trusted relationships.
• The client is always at the forefront of our mind. Central to our beliefs is providing a credible service to clients as a trusted advisor.
• If we form a partnership, you grow, we grow and most importantly the client grows. Lets talk.
Summary
Contact us
3 Hill St | Mayfair | W1J 5LB
Binary Capital Investment Management Ltd
Aaisha Aziz Client Relationship [email protected] 943 5089
Saftar Sarwar Chief Investment Officer [email protected] 943 5089
Disclaimer
The Information in this document is not intended to influence you in making any investment decisions and should not be considered as advice or a recommendation to invest. Any Information may not be suitable for all investors and investors must make their own investment decisions using their own independent advisors and relevant offering material. Any investment decisions must be based upon an investor's specific financial situation and investment objectives and should be based solely on the information in the relevant offering memorandum. Income from an
investment may fluctuate and the price or value of any financial instruments referenced in this document may rise or fall. Past performance is not necessarily indicative of future results.
We assume no responsibility or liability for the correctness, accuracy, timeliness or completeness of the Information. We do not accept any responsibility to update the Information. Any views, opinions or assumptions may be subject to
change without notice.
Binary Capital Investment Management Ltd is incorporated in England under company number 06692644, registered office, 3 Hill Street, London, W1J 5LB. Binary Capital is a trading name of Binary Capital Investment Management Ltd.
Binary Capital Investment Management Ltd is authorised and regulated by the UK Financial Conduct Authority (reference number 507900). Principal place of business: 3 Hill Street, London, W1J 5LB, England
