Institutional Enquiries

IFAs | DFMs| Family Offices | VCs | Private Equity

Institutional Partnerships

Marshall Sterling provides access to a broad range of products and services to professional and institutional clients.
This includes Discretionary Investment Management, Discretionary Fund Management, access to multi-asset execution, liquidity, clearing and custody facilities for traders, prop houses, funds, asset wealth and investment managers and more.
We also provide a range of Corporate Finance and Investment Banking services including FCA regulated advice, corporate advice, board and NED services, Fundraising, Private Placements, Listings and IPO’s.

As an Authorised Financial Institution, Marshall Sterling makes its products and services available to a broad range parties such as: 

  • Pension and Insurance Funds
  • Asset Managers
  • Funds across traditional and Alternative asset classes
  • Family Offices
  • Wealth Managers
  • Independent Financial advisers (IFAs)
  • Brokerages
  • Accountancy firms
  • Law firms
  • Algorithm and high frequency traders and developers
  • Professional Introducers
 

See below how this service could be of benefit:

  • Priority access to private equity and credit deal flow
  • Discretionary Fund Management 
  • Portfolio Management
  • Multi-Asset Voice and Platform dealing solutions
  • Outsourced Clearing and Custody Services 
  • White label services
  • Brokerage services

Discretionary Investment Management

Outsource your FCA regulated Discretionary Investment, Portfolio, or Fund Management to Marshall Sterling.

The detail

We are directly Authorised and Regulated by the FCA and provide a range of solutions catering to a broad range of client demographics and investment requirements.
More Info

Fundraising Placements IPO's

Let our corporate finance team help you raise capital, process private placements, listings and IPOs.

The detail

Let our corporate finance team guide and advise your business on M&A, structured finance, valuations, fundraising, private placements, public placements and IPOs.
More Info

Trade Liquidity Execution and Custody

Benefit from our broad network of global counterparty lines for specialist professional multi-asset trade execution, liquidity, clearing and custody.

The detail

If you are an Authorised small firm, Fund, Portfolio Manager, Discretionary or Advisory Investment Manager or Proprietary trader, let us assist you with your trade liquidity, execution, settlement and clearing and custody requirements.
Contact us

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Other Services

Marshall Sterling Professional and Institutional Services fundraising, stock market listing, IPO, fund management, portfolio management, corporate finance, structured finance

Value Add

Marshall Sterling is an FCA Authorised and Regulated financial institution, delivering a broad range of products and services to a private and institutional base globally.
Our team have developed a pedigree over an average of 25 years each within authorised top tier global financial institutions. 
The scope of expertise covers wealth, asset, investment, portfolio and fund management, private equity, corporate finance and investment banking. 
We have collectively managed billions of pounds sterling in assets and advised businesses and transactions professionally. 
Subsequently, we are well positioned to extend our expertise, network and facilities to add value to your objectives. 
We offer services to regulated and unregulated  individuals, businesses and institutions. 
Please use the form below to see how we can help you. 

Professional or Institutional Enquiry