Our Services
Comprehensive consulting and oversight for every stage of the physical bullion ownership lifecycle.
Transaction Oversight & Deal Facilitation
We act as your dedicated project manager for bullion transactions, ensuring every step is executed correctly.
Key Deliverables
- Coordination of workflow between all parties
- Review of documentation and trade terms
- Management of post-trade confirmations
- Verification of settlement receipts
Clearing Coordination
We align your trade terms with established clearing firms to ensure efficient and reliable execution.
Key Deliverables
- Alignment of trade terms and settlement steps
- Coordination with reputable clearing partners
- Oversight of funds and metal transfer instructions
- Resolution of any settlement discrepancies
Custody Guidance & Coordination
We support your selection of custody solutions that meet high standards for security, insurance, and independence.
Key Deliverables
- Guidance on custody jurisdiction considerations
- Support in selecting segregated vs. allocated storage
- Coordination of account opening documentation
- Verification of initial deposit receipts
Liquidity & Exit Planning
We help you understand and prepare for the eventual liquidation of your holdings with clear pathways.
Key Deliverables
- Outline of practical liquidity pathways
- Explanation of timing expectations and spreads
- Preparation of necessary KYC/AML documentation
- Coordination of buy-back quotes when needed
Global Diversification Planning
We assist in structuring your holdings across multiple jurisdictions to mitigate geopolitical and systemic risks.
Key Deliverables
- Support for jurisdictional diversification strategy
- Logistics planning for international transport
- Custody segmentation across different providers
- Oversight of cross-border transfer requirements