Institutional
Asset Managers
Looking For More From Your Partner?
We Are Up To The Challenge.
Being an excellent strategist is not enough in today’s world so we provide you with the support you need to apply your knowledge efficiently without losing time so you can concentrate on serving your clients.
Brokerage
Your one-stop shop for professional trading.
Platform & Tools
- Direct access to global markets
- Online transactions for the majority of listed products: Equities, bonds, funds, ETFs,
- Extended range of analysis services
- Level 3 System connection to guarantee the highest level of security
Northvale Professionals
View & manage all your client accounts via a consolidated dashboard
- Read-only or trading access for you and your clients
- Transmit collective orders
- Create group of clients according to different criteria and strategy
- Transition confirmations available in PDF
- Create your portfolio template and add your clients to the correspondent strategy
- API (application programming interface)
- Real-time reporting on demand
Global Custody Services
Whether you are acting on multiple clients or on an individual client.
- Omnibus or segregated multi-currency trading account
- Real-time access to the global markets from one single account
- Segregated Nominee Trading Account
- Proprietary Trading Account
- Professional Trading Account with PoA
- Direct access to Trading Desk
- STP Process (Swift Integrated)
- Large experience with Institutions worldwide (Banks and Brokers)
Banks
Customize and build your investment strategies with our platform expertise.
Whether you’re small or medium-sized business, a small or medium sized manufacturer or a large company, your partner Northvale will help you achieve your goals.
Our products and services allow you to keep control and maximize your investment services.
Platform & Tools
View & manage all your client accounts via a consolidated dashboard
- Multi-currency and multi-asset
- Direct access to global markets
- Online transactions for the majority of listed products: Equities, Bonds, Funds, Shares & ETFs
- Extended range of analysis services
- Level 3 System connection to guarantee the highest level of security
- STP process (Swift Integrated)
Accounts
- Real-time access to the global markets from one single account
- Segregated Nominee Trading Account
- Proprietary Trading Account
- Professional Trading Account with PoA
- Direct access to Trading Desk
- STP process (Swift Integrated)
- Large experience with Institutions worldwide (Banks and Brokers)
Asset Manager Tool
- Multi-currency, multi-asset and multi-portfolio reporting
- Trading & allocation on behalf of multiple underlying client accounts
Brokers
Take the Lead with us.
Rely on a solid-rock partner and be assured of getting the best available products, rates, services and technologies for you and your clients.
Platforms & Tools
- Real-time access to the global markets from one single account
- Segregated Nominee Trading Account
- Proprietary Trading Account
- Professional Trading Account with PoA
- Direct access to Trading Desk
- STP process (Swift Integrated)
- Large experience with Institutions worldwide (Banks and Brokers)
Funds
Maximize your efficiency.
We offer custody, depositary and brokerage services, including offshore vehicles, covering all types of financial instruments and underlying assets.
Platforms & Tools
- Multi-currency and multi-asset
- Direct access to global markets
- Online transactions for the majority of listed products: Equities, Bonds, Funds, Shares & ETFs
- Extended range of analysis services
- Level 3 System connection to guarantee the highest level of security
Northvale Professionals
View & manage all your client accounts via a consolidated dashboard
- Read-only or trading access for you and your clients
- Transmit collective orders
- Create group of clients according to different criteria and strategy
- Transition confirmations available in PDF
- Create your portfolio template and add your clients to the correspondent strategy
- API (application programming interface)
- Real-time reporting on demand: account statement, TWR and MWR reports
Depositary Services
Absolute reliability and security at all levels
As a Depositary, we appreciate the importance of partnership based on long-term business relationships built on integrity and discretion. We believe it is important for a Depositary to think and act in the spirit of partnership, have a strong balance sheet and excellent risk management. We are committed to deliver the highest level of specialized service ensuring compliance with investment regulations, allowing you to concentrate on your core business with absolute peace of mind.
Fund Structures Serviced
- Offshore-based Fund Structures
Accessibility & Platforms
- Online Fund Subscription/Redemption Account
- Online Fund Securities Account
- Direct access to Trading Platform and over 3 million ISINs on 60 stock exchanges and OTC in stocks, fixed income, funds, ETFs, options & futures, warrants, structured products
- Level 3 System providing the highest level of account security
- Offshore-based Fund Structures
Advantages
- Multi-currency, multi-user, online fund account
- Efficient on-boarding process
- A comprehensive technology-based service offering
- Long-standing top-tier global custody relationships
- Strong Tier-1 Capital Ratio & Balance Sheet
Core Services
- Cash flow monitoring
- General oversight
- Custody
- Asset Servicing
- Liquidity facilities
- Trade Execution & Settlements
- Payments & Settlements
Corporates
A Fruitful Partnership
Whether you’re a small or medium sized business, a small or medium-sized manufacturer or a large company, your partner Northvale will help you achieve your goals
Our products and services allow you to keep control and maximize your investment services.
Platforms & Tools
- Multi-currency and multi-asset
- Direct access to global markets
- Online transactions for the majority of listed products: Equities, bonds, funds, ETFs, options & futures, structured products, fiduciary deposits
- Extended range of analysis services
- Level 3 System connection to guarantee the highest level of security
Northvale Professionals
View & manage all your client accounts via a consolidated dashboard
- Read-only or trading access for you and your clients
- Transmit collective orders
- Create group of clients according to different criteria and strategy
- Transition confirmations available in PDF
- Create your portfolio template and add your clients to the correspondent strategy
- API (application programming interface)
- Real-time reporting on demand: account statement, TWR and MWR reports
Depositary Services
Absolute reliability and security at all levels
As a Depositary, we appreciate the importance of partnership based on long-term business relationships built on integrity and discretion. We believe it is important for a Depositary to think and act in the spirit of partnership, have a strong balance sheet and excellent risk management. We are committed to deliver the highest level of specialized service ensuring compliance with investment regulations, allowing you to concentrate on your core business with absolute peace of mind.
Fund Structures Serviced
- Offshore-based Fund Structures
Accessibility & Platforms
- Online Fund Subscription/Redemption Account
- Online Fund Securities Account
- Direct access to Trading Platform and over 3 million ISINs on 60 stock exchanges and OTC in stocks, fixed income, funds, ETFs, options & futures, warrants, structured products
- Level 3 System providing the highest level of account security
- Offshore-based Fund Structures
Advantages
- Multi-currency, multi-user, online fund account
- Efficient on-boarding process
- A comprehensive technology-based service offering
- Long-standing top-tier global custody relationships
- Strong Tier-1 Capital Ratio & Balance Sheet
Core Services
- Cash flow monitoring
- General oversight
- Custody
- Asset Servicing
- Liquidity facilities
- Trade Execution & Settlements
- Payments & Settlements
Become a Partner
Contact Us
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