Kingswood Institutional
Our Institutional platform works with some of the UK’s largest Universities along with Charities, Institutes, Plc’s and AIM Listed Companies
Focusing on what matters to our corporate clients
We focus on client-specific investment solutions to meet individual client objectives based on risk appetite, expected cash flows and investment restrictions. From this, we can create a varied portfolio, using a wide-range of assets that can be easily realised to ensure maximum liquidity whilst seeking the highest appropriate yield.
Kingswood Institutional provides treasury and liquidity management services acting predominantly in a discretionary role. The aim is to provide investors with a higher return than the yield available from cash deposits.
Typical instruments used within a Sterling Cash portfolio:
Additional Services
- Treasury training/forums
- Counterparty credit rating assessments and monitoring
- Counterparty ESG profiling
- Provision of AAF 01/20 (ISAE 3402) Internal Control Report
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