Third Financial on target with latest customer win

15 Sep 2021

Third Financial is pleased to announce the recent onboarding of Bullseye Financial to its Investment Platform.

Bullseye Financial offers tailored investment services to professional private and institutional clients.

Commenting on the announcement, Third’s Head of Client Services, Will Woodward, said: “The team at Bullseye have been a pleasure to work with, enabling us to complete our comprehensive onboarding process in record time. It took just three weeks from the signing of the agreement to establish client bank and custodial accounts, configure Tercero, brand the client reports and portal, and receive client assets into our custody.”

Lingling Wu, Founder and CEO of Bullseye Financial, said: “After a resounding recommendation from a trusted associate, and having reviewed the competition, it was an easy decision to select Third as our custodian and platform provider.  We want to provide our clients with the highest possible level of service, and we feel that Third, being the best in the market, will enable us to achieve that.  Their emphasis on providing a personal service closely matches our own ethos, and we look forward to continuing to work in partnership with them over the coming months and years.”

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