Barker Poland was established in 1977 and along with its subsidiary Barker Poland Asset Management LLP, is authorised to provide investment management services on both an advisory and discretionary basis.
It provides high-quality, impartial and expert advice to individuals from all walks of life and advises people on how best to manage their finances in a complex and fast-changing environment.
They have been a client of our Software service since 2012 and are huge advocates of Tercero which they originally used in conjunction with another custodian to hold client assets. However, when we launched our own Investment Platform service in late 2016, they could see the benefit of having everything ‘under one roof’ and lost no time in moving over.