Skip Ribbon Commands
Skip to main content

How To Become a Client

Investing with Psigma

How we work with you

We will work closely with you from the outset to understand your investment objectives and attitude to risk. Once established, we will construct and manage your portfolio as well as the corresponding paperwork and administration. We will provide you with regular portfolio reviews and valuations keep you up to date on how your investments are performing. You will also have online access to our secure client area, where you can check your portfolio on a daily basis.

Bespoke Portfolio Service

Our Bespoke Portfolio Service is available to clients who have a minimum of £250,000 to invest. It is appropriate for individuals, trusts, charities and companies. We can provide investments within various wrappers including; ISAs, JISAs, SIPPs/SSAS and Offshore Bonds.

Getting Started

To become a client of Psigma please contact a member of our Business Development Team on  on 0203 327 5400 or email businessdevelopment@psigma.com.

Existing Clients

If you are an existing client of Psigma and would like to view your portfolio, please login to our secure client area.