Third Financial Signs Up Wealth and Asset Manager, Shard Capital  

26 Nov 2019

Third Financial is pleased to announce that Shard Capital has joined its impressive client roster, initially using services to support the LeifBridge arm of its business – a wealth management service targeted at US expatriates.

Founded in 2010 as an institutional fixed income broker, Shard Capital has evolved into a leading wealth and asset manager. It focuses on providing core custody and dealing services, with linked investment management and broking offerings, meeting the needs of private, corporate and institutional clients.

Set up by Neil Williams, ex-Partner at LGT Vestra, the LeifBridge service is closer in nature to a family-office or private investment office specifically designed to accommodate the needs of US ex-pats living in the UK.  It offers both a discretionary portfolio management service and an advisory service.  

The attraction for Shard Capital was the flexibility of Third Financial’s Investment Platform service, together with its simple and transparent pricing model and high level of personal attention.  The firm’s track record has also impressed Williams, having had first-hand experience prior to joining Shard Capital.

Commenting on the announcement, Group CEO, Ian Partington said: “We’re delighted to be working with Shard Capital, supporting the expansion and enhancement of their wealth management and custody proposition. It is a particular pleasure to work with Neil again, as he uses his unique expertise to meet the demand for good and holistic investment advice for Americans living in the UK.”

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