Supporting advisers to help their investment clients thrive
Supporting advisers to help
their investment clients thrive
- where security of client capital is the priority
The Accruvis Group began life in 2015 to provide IFA’s globally with fixed income solutions that focused on the security of client capital, an ethos that has provided the foundation for who we are today.
Our Clients
Financial advisors, Family offices, Brokers, Corporate service providers and Wealth management companies, Asset managers, Trusts, Investment platforms, Funds, and Finance professionals.
Our mission is to support our clients with products that focus on the security of client capital whilst maintaining best in class levels of service and support, to build long lasting relationships.
Our partner network covers 35 countries worldwide.
Products and Services
Accruvis Capital Partners are committed to distributing investment solutions that focus on security of client capital whilst also providing comprehensive back-office support, empowering finance professionals to effectively serve their clients' investment needs.
Accruvis Fixed Income Bond
Launched in December 2018 our secured fixed income bond is available as a three year direct or a five-year platform investment and has been designed for clients who want high security and an above average return, without locking their capital up long term.
Secured fixed income bond
This means that client funds are secured against the assets of the business that are maintained above liabilities at all times. The assets are mainly cash, quoted and unlisted stocks and digital assets that are fully owned by the bond issuer.
Quarterly Income Payments
Quarterly payments provide a more immediate return on investment and can be used as designed, for income.
Full access every 12 months (at zero cost)
Providing full access every 12 months allows an investor to benefit from being able to access their capital should their circumstances change. Experience tells us that most investors won't actually use the facility but having it there provides peace of mind and an additional layer of security. Additionally, there are zero costs to investors who choose to redeem before the end of the term.
Direct Investment or via selected platforms
Click here to learn more about our fixed income bond.
TTR – Transition to Renewal
Transition your business from an upfront commission structure to one that focuses on and builds renewal income with the Portfolio Performance Fund.
A complete solution
The TTR fund provides a packaged solution, where everything is done for you, and a portfolio that is rebalanced routinely.
Advisor and client benefits
The business transition takes place quickly and efficiently leaving with clients portfolios that are more flexible, better performing and with much lower fees - whilst advisers have a high renewal income, negating the constant need to find new business.
Our Values
We support our clients with products that focus on the security of client capital whilst maintaining best in class levels of service and support, to build long lasting relationships.
Integrity
Upholding the highest ethical standards and maintaining transparency.
Client Centric
Putting the needs and interests of our clients at the forefront of everything we do.
Excellence
Striving for excellence in product selection, service delivery, and client satisfaction.
Trustworthiness
Building trust through reliability, consistency, and delivering on our commitments.
Collaboration
Fostering strong partnerships with financial institutions, suppliers, and clients to create mutual success.
Knowledge and Expertise
Continuously expanding our knowledge and expertise to better serve our clients.
Responsiveness
Responding promptly and effectively to client inquiries and providing timely solutions.
Social Responsibility
Promoting, inclusivity, and sustainable practices to benefit society as a whole.
About Us
Accruvis Capital Partners understand the crucial role that IFAs, Wealth Managers, and Finance Professionals play in guiding their clients' financial journeys. As a result, we prioritize building strong partnerships and delivering exceptional service to them.
