Investment Services


KBW Associates provide professional clients and institutions with a comprehensive range of investment services. With many years of collective market experience within the broking team we are able to utilise our expertise and trading resources to help our clients enhance their trading and portfolio returns.


Selecting the right broker and trading team to support you is one of the most important decisions you will make as an investor. Most professional traders understand the importance of having first class support, and brokers who can help them manage their trading successfully.


At KBW Associates we are in a position to offer 3 distinct trading accounts, each of which is tailored towards the individual requirements of the client.


Select a trading account below for further information:

  • Managed Account

    Our managed account service is for those who want to leave the day-to-day management of their trading account to a professional broker. Our managed account service takes your personal circumstances into consideration and develops a strategy around your investment objectives whether you’re looking for an income or capital growth.


    Our Managed account service offers the following benefits:

    1. Access to our specialist in-house traders
    2. Access to complex trading strategies tailored to your individual objectives
    3. Secure online access to your own trading account 24/7
    4. No management fees
    5. A structured approach to investment management
    6. All funds held with independent third party custodians to ensure security of funds to the highest level
    7. You will be kept fully up to date on the progress of your investments though regular portfolio reviews and portfolio valuations
  • Execution Only

    Our execution only service allows clients to place trades and orders over the phone or online quickly and efficiently.

    This is a truly flexible service with competitive commission rates. Our experienced dealing team will be on hand to inform you of the progress of any transaction, current trends or movements that may affect your positions or views on the financial markets.


    Our Execution service offers the following benefits:

    1. Experienced dealers allowing hedging strategies, algo trading etc
    2. Robust trading platform
    3. Secure online access to your own trading account 24/7
    4. Tight spreads
    5. Low commission charges
    6. Access to free research and analytical tools
    7. Reduced margins
    8. All funds held with independent third party custodians to ensure security of funds to the highest level
  • Advisory Service

    Our advisory service offers clients complete control over their investments, with the additional benefit of a professional broker on hand to advise and guide on your investment decisions. Your personal Broker is there to build a relationship with you, exchange ideas and keep you informed. Ultimately, you always make the final decision "we are simply here to help."


    Our advisory service offers the following benefits:

    1. Dedicated advisory stock broker
    2. Secure online access to your own trading account 24/7
    3. Regular monitoring of investments
    4. Effective trading strategies to suit your needs
    5. Competitive commission rates
    6. Access to our extensive research tools
    7. Statements of investment accounts sent upon request or accessible online
    8. All funds held with independent third party custodians to ensure security of funds to the highest level

    As well as having the expertise of a traditional stockbroker, there is no charge for speaking to your broker charges only occur when you deal.


Name:

Number:

Open Account Market Tools

KBW Associates LTD
14-16 Dowgate Hill
London
EC4R 2SU


T: +44 (0) 20 3051 8616

E: info@kbwassociates.co.uk


Authorised and Regulated by the Financial Conduct Authority. FCA Number: 401675 Established 04/11/2004
© 2014 KBW Associates. All Rights Reserved.