About Accruvis Capital Partners
The Accruvis Group began life in 2015 to provide IFA’s globally with fixed income solutions that focused on the security of client capital.
Accruvis Capital Partners understands 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.
Through our distribution network, we provide an exclusive selection of products that have undergone rigorous due diligence and meet stringent quality standards that focus on security of client capital as the cornerstone of each offering.
Our Team
Our experienced team collaborates closely with IFAs, Wealth Managers, and Finance Professionals to gain a deep understanding of their clients' investment objectives, risk tolerance, and financial circumstances. Armed with this knowledge, we offer solutions that align with the needs of their clients.
We provide thorough analysis, research and training on each product, equipping IFA’s and Finance Professionals with the information they need to present and make informed investment decisions with their clients.
Key Individuals
We understand the importance of efficiency and ease of access in the investment process.
Giles is the Owner and Founder of Accruvis Capital Partners and the Co-Founder and Principal for the Accruvis Group of companies.
As the driving force behind its success, you’ll probably speak directly with Giles if you have questions or queries about our products, require any product training or any form of marketing support.
Giles is quick to respond, and deeply knowledgeable about the offshore advice and investment market. His goal is to enable you to successfully use our products, and he’ll help every step of the way, drawing on a broad resource of experience as required.
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Gina is the Chief Operating officer at Accruvis Capital Partners.
You’ll speak directly with Gina when you have questions or queries relating to our products, application process, AML requirements or if you want to arrange training or request any form of marketing support.
Anna is our Head of Admin and Client services, you will speak directly with Anna for application, invoice and settlement queries.
Maggee is our Marketing Executive. Based in Taiwan, Maggee specialises in managing the marketing process for Taiwan and South East Asia.
In addition to our product offerings, we prioritize transparency and compliance with regulatory requirements.
Documentation
We provide comprehensive documentation, including prospectuses, offering circulars, and relevant disclosures, ensuring that IFAs, Wealth Managers, and Finance Professionals have all the necessary information to conduct their due diligence and meet their regulatory obligations.
Speed of Delivery
Therefore, our service level has been developed to provide IFAs, Wealth Managers, and Finance Professionals with a hands-on personal approach that focuses on speed of delivery. Our goal is to enhance their workflow and provide a user-friendly experience that saves time and enhances productivity.
Support
Furthermore, we offer ongoing support and market insights to our network. We provide regular updates on market trends, economic indicators, and product reports to help IFAs, Wealth Managers, and Finance Professionals stay informed.
