The client proposition
Stratum begins with the client’s family, assets, businesses, ambitions and responsibilities, then maintains a joined-up view as those needs evolve.
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About Stratum
Our Organisation
An institution organised around the private client.
Stratum Private Clients coordinates ownership, financial services and specialist capability around one enduring client proposition. We provide the relationship and ecosystem experience; authorised partners provide regulated products and infrastructure.
The offering
The ownership ecosystem
Qualifying opportunities may connect private clients to property, operating businesses and other real assets through their applicable structures.
Financial services around ownership
Planning, investing, finance, protection, retirement, health and wealth services support the wider ownership relationship.
Specialists where required
Authorised institutions and qualified specialists retain responsibility for the products, advice and technical work they provide.
Stratum Private Clients App
The relationship is made visible in the App.
The Stratum Private Clients App is intended to give each client one place to see the relationship, follow ownership interests and coordinate relevant services.
Explore the App experience