Investments Administration

We deliver comprehensive third-party back office investment administration services and governance support for structured products, wrappers and child trust funds. We cover all aspects of the portfolio lifecycle from origination and servicing through to maturity.

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High quality customer service

Leveraging the experience and capacity of our outsourced operation allows you to focus on product design, distribution and developing your business.

We’ve already serviced over £4.5bn of investment products for a number of leading product providers including Credit Suisse and Morgan Stanley. Our track record demonstrates our commitment to providing the highest quality service to both you and your customers with the requisite level of controls and governance in place.

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Governance and remediation support

Your investment administration service will be delivered according to our proven approach designed to deliver a reliable, robust and compliant service. Your dedicated compliance team will be focussed on keeping abreast of the latest regulatory guidance and adhering to current compliance standards including AML Checks, HMRC reporting and regulatory reporting.

Should you ever need to deliver a customer remediation programme, we have the systems, processes and expertise to develop and deliver tailored solutions built around your specific requirements.

We have already supported a number of our clients with the delivery of large scale customer contact and redress exercises in response to regulatory reviews or enforcement. We were able to deliver these projects quickly whilst providing robust end to end solutions underpinned by our regulatory understanding and expertise.

“Target's responsiveness to client needs is second to none. Their partnership approach and focus on client service sets them apart” Managing Director, Credit Suisse
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Transparent management information

Our comprehensive management information suite provides you with greater transparency enabling you to monitor key trends and indicators, plus improved portfolio governance. Our financial servicing capabilities and team of qualified accounting professionals and analysts work to give you total control of your portfolio.

Our Investment Administration Clients Include

Get in touch now to discover how we can work with you to solve your challenges. Call us on 0845 650 6200