Conexim

 WHO WE ARE

Established in 2010, Conexim is an open architecture Investment Platform, providing a range of investment solutions to the intermediary market and whose offering is available through Financial Advisors, Pensioneer Trustees and Accountancy Firms.

Conexim’s risk management, dealing, technical and platform administration services are provided in conjunction with Pershing Securities International Ltd. (‘Pershing’), who are one of the largest established custodians in the Irish market for domestic investors. The service and platform provided by Conexim and Pershing has been built according to international best practice and specifically adapted for the Irish market. The Group enjoys a reputation for being at the forefront of regulatory change, and capitalising on early-adopter changes in the financial services industry.

WHAT WE PROVIDE

• Global Custody services provided by Pershing
• Access to over 5,500 Funds from leading international fund managers as well as direct equities, bonds and ETFs from all international markets
• Access to a range of independently constructed Risk Rated Multi-Asset Investment Strategies built by 3rd party best in class fund managers across active, passive, and evidence-based investment styles
• Central Desk for dealing instructions on Funds, Equities, ETFs and Bonds
• Clear and transparent unbundled pricing model
• Provides an efficient commission and annual fee management collection service to advisory firms
• Online Access with separate Client and Advisor Views which can be fully white labelled to firm
• Access to Funds Library including KIIDs & Factsheets
• Risk Monitoring and Portfolio Rebalancing Service
• Conexim does not compete in Private Client market

For further information please check www.conexim.ie or contact:

David Worrell
Senior Relationship Manager
+353 (0)1 679 8091
dworrell@conexim.ie

Bill Casey
Director
+353 (0)1 679 8089
bcasey@conexim.ie