Management Service

Private Client
This service is relevant to individuals who will be making one or more currency transactions that have a cumulative value in excess of £500,000 (or equivalent).

Wolsey Partners will represent you in the currency transfers you make, acting in your interest and on your behalf with the bank(s) or companies with whom you have accounts. As your representative we will ensure you receive the best possible rates of exchange and the best possible terms for each transaction.

We can manage all your transactions and will provide expert advice on the timings and choices you have with respect to your future transactions.

Benefits
  • We work on your behalf, making representations to your bank or provider to add value to your transaction(s)
  • You can maintain your existing banking and transfer arrangements
  • Ongoing management of your transactions
Furthermore, you will receive:
  • You receive informed and balanced advice on:
    • The foreign exchange market and the currencies relevant to you
    • Protecting future transactions against adverse exchange rate movements
    • Setting exchange rate targets for future transfers
    • The options available to you to open new transactional lines to access superior exchange rates and foreign exchange products
  • Proactive notifications of exchange rate movements to maximise the rate you receive for transfer

Process

A CLEAR AND COMPREHENSIVE PROCESS

1 INITIAL DISCUSSION

We discuss your individual currency requirements, your banking arrangements and how you have conducted your past foreign exchange transactions (if any).

2 APPRAISAL

We will outline our suggestions for the course of your future transactions and define how our representation through the Management Service will be of benefit to you.

3 INSTRUCT WOLSEY PARTNERS

If you instruct us to represent you we will provide you with a detailed schedule and plan for your specific requirements and make any necessary representations to your bank or transfer company.

4 USING WOLSEY PARTNERS

At your request we will negotiate and agree the terms for a specified transaction and effect it on your behalf.

Find out more?

Make an enquiry

Fees

The fee for this service is quoted on a case by case basis. The amount charged is dependant on the volume you wish to transfer and the amount of transactions you plan to make within that volume.