DLM Talent 简介

Capital Platforms is a global leader in the provision of bespoke, white-labelled investment platforms for Wealth and Asset Management organisations within the offshore Financial Services arena. Our product allows clients to manage their investment portfolios online, buying and selling holdings all at the touch of a button.

 

Essentially, we provide financial intermediaries with:

 

Available on a Stand-alone basis or via the major Offshore Bond Providers, Capital Platforms provide access to industry leading QROPS schemes giving a one-stop solution for Intermediaries to offer to their clients.

A thoroughly comprehensive product range encompassing the following asset classes:

 

1. Mutual Funds

2. Offshore Bonds

3. Equities

4. ETF's

5. Structured Products

6. Retirement Planning

7. QROPS

8. Portfolio Management Services (DFM)

 

In addition to supporting the major asset classes a Capital Platform solution provides compliance and management information required to maintain and expand a thriving Intermediary business.