What it is
For clients whose financial lives cross investments, property, businesses, family and legacy, coordination becomes a service in its own right.
Wealth and ownership
Private Clients
One relationship for a life that does not fit into silos.
For clients whose financial lives cross investments, property, businesses, family and legacy, coordination becomes a service in its own right.
About this service
Understand what the service offers and how it can help you.
Who it is for
Clients with interconnected family, investment, property, business and legacy decisions.
How Stratum offers it
Your Stratum Private Client relationship provides a central point of view while specialist partners deliver the regulated products and technical expertise.
The benefits
This service can support the outcomes that matter to you.
See the whole financial picture
Make joined-up decisions
Access the right specialists
Keep family priorities central
Your experience
We guide you through a clear and connected process.
Begin with you
We learn how your family, assets, work and ambitions fit together.
Set priorities
Immediate decisions and long-term objectives are placed in order.
Assemble
The right authorised partners and specialists are brought into the relationship.
Stay connected
One evolving view helps decisions remain aligned over time.
What we can bring together
We coordinate the specialist capabilities your plan requires.
Investments and retirement
Insurance and finance
Property coordination
Estate planning
Private banking through an appropriate partner
Ownership pathways
For Stratum Private Clients
Your service, connected through
one relationship.
This service is offered to Stratum Private Clients as part of a coordinated relationship. The Stratum Private Clients App is intended to bring your request, financial position, relevant provider information and ongoing support into one clear view.
Stratum owns the client proposition and coordination experience. Products and regulated services remain the responsibility of the relevant authorised providers.
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