Custody & Execution Only Service
At Tacit Investment Management, our Custody & Execution Only Service is designed for existing clients who wish to exclude selected personal or ‘Cherished’ investments from our ongoing discretionary management or feel confident in their own investment choices for a proportion of their investable wealth.
Combining straightforward trading capabilities with professional custody services, we deliver security, convenience, and administrative support while you maintain complete control over your investment decisions.
Custody & Execution Only Service
A complementary investment approach
Our Custody & Execution Only Service allows existing clients to buy and sell investments while we handle the administration and safekeeping of your assets. Your dedicated client service team works closely with you to ensure prompt execution of your trading instructions.
We provide the professional infrastructure and support you need, while you retain full control over all investment decisions. This service works seamlessly alongside our discretionary and wealth management offerings.
Our approach is designed to give you flexibility in your investment strategy, whilst ensuring you benefit from our professional custody and administrative expertise.
Why choose Tacit?
Real Relationships. Real Returns.
Preserving and increasing the real value of your wealth over the long-term is our aim.
When it comes to investing, we think in market cycles, not just quarters. We always take a long-term view, and our objective is to.
Tacit was founded by seasoned investment professionals who believe that wealth management should be personal, disciplined, and clearly aligned with client outcomes. Our service is grounded in long-term relationships, many spanning generations, and our aim is to be a constant, trusted adviser in a changing world.
How the service works
Complete Control, Professional Support
Our client service team executes your buying and selling instructions promptly while providing the administrative support and custody services you need. We handle all the paperwork and record-keeping so you can focus on your investment strategy. We deliver independence, security, and convenience through one trusted relationship.
Straightforward Trading
We execute your instructions across major worldwide markets without providing advice. You maintain full control over all investment decisions with the backing of our professional custody service.
Secure Custody
Your investments are held by our approved UK regulated custodians, providing enhanced security, regulatory protection, and peace of mind.
Comprehensive Administration
We handle all administrative aspects of your investments, including collecting dividends and interest payments, notifying you of corporate actions, and providing regular portfolio valuations.
Online Access
Maintain secure online access to your investment portfolio, allowing you to monitor performance and make informed decisions when you choose.
Cost-Effective Service
Benefit from lower fees than advisory or managed services, with a clear fee structure and no hidden charges.
Wide Investment Range
Trade across a diverse range of investments including UK and international equities, government and corporate bonds, investment funds, investment trusts, and Exchange-Traded Funds.
Who Is This For?
- Our Custody & Execution Only Service is ideal for existing clients who:
- ✔Are confident making their own investment decisions
- ✔Have specific investments they wish to self-manage
- ✔Want to maintain ‘Cherished’ holdings outside discretionary management
- ✔Prefer to actively manage a portion of their investable wealth
- ✔Understand the risks of investing and require no advice
- ✔Value administrative support and professional custody services
- ✔Want the security of a regulated platform for self-directed investments
What You Can Expect
- ✔ Prompt execution of your investment instructions
- ✔ Professional custody and comprehensive administrative support
- ✔ Seamless integration with your other Tacit investment services
Important Information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
Begin your journey
Tell us a bit about yourself and what you are looking for, using the form below. We will get in touch to find out how we can help. If you would prefer to phone, you can reach us on 0203 051 6450.
