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Kingswood

Our Institutional platform works with some of the UK’s largest Universities along with Charities, Institutes, Plc’s and AIM Listed Companies

 

The management of cash in any business is vital. Especially if it is cash that you may need at short notice. But managing cash can be a lot more complicated than it seems. It is certainly not risk free. Interest rate, liquidity and counterparty risk are only some of the factors to consider. Balancing those risks with generating enhanced returns takes experience and focus. Simply leaving money on deposit, or buying a liquidity fund, may not be the best thing for your business. At Kingswood Institutional we see managing liquidity as a service not as a product. We need to understand what it is that you need your cash for. What expected and potential cash outflows you have, and then we design a liquidity management strategy that will match these liabilities with suitable assets. To do that properly means working in partnership with you. It’s a lot more than just selling you a fund. We understand that circumstances can change, and that your strategy needs to be able to adapt to your changing needs. And we know how important it is to respond quickly to both business and market dynamics. We encourage your involvement in this and aim to develop a close working relationship. We can agree investment parameters for our discretionary service that give you clear communication and the confidence that your cash is in safe hands. We do not forget how important cash and cash flows are to a business; our job is to make sure your cash balances work as hard as possible for you. Please find below the typical instruments used within a Sterling Cash portfolio;

 

Contact

Nigel Davies

Managing Director – Fixed Income, 020 7293 0736

Nigel.davies@kingswood-institutional.com

 

Emma Butler

Associate Director – Fixed Income, 020 7293 0750

Emma.butler@kingswood-institutional.com

 

Stephanie Vassallo

Fixed Income Associate, 020 7293 0755

Stephanie.vassallo@kingswood-institutional.com

 

 

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