Marshall Sterling

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Marshall Sterling is a financial institution providing, Discretionary Fund Management “DFM”, Discretionary Investment Management “DIM”, Corporate Finance Advice, Corporate Valuations, Information Memorandums, Prospectuses, Pitch Decks, Fundraising Services, Private Placements of Equity and Credit, Pre-IPO and Public Listing by way of our FCA Regulation.

Marshall Sterling also low cost trading and investment accounts, for un-advised, self-trade “Execution Only” markets including Exchange Traded Funds “ETFs”, Equity Shares, “Share Dealing”, Fractional Share Dealing, Corporate and Government Bonds, Futures and Options, Commodity Derivatives and Foreign Exchange “FX”. Open an investment account with us and get to use professional trading platforms, excellent research and fantastic pricing and liquidity.

Fundraising and Corporate Finance Advice

If your business requires fundraising, corporate finance advice regarding a capital raise, merger, acquisition, disposal, or if you require compliant and professional assistance with document preparation, such as Information Memorandums, Financial Forecasts and Valuations, contact us.

FCA Regulated Discretionary Fund and Portfolio Management

If you are a FCA Regulated entity, such as an IFA seeking a DFM that can be trusted to look after your clients investments, or if you are a client looking for an FCA Authorised financial Institution to provide a range of diversified investment opportunities, or if you are an financial adviser or investment manager looking for a new home to conduct FCA regulated activities, contact us to see how we can help.

IPO, Listings and Private Placements

If your business is considering conducting a private placement of Equity or Credit such as a loan note, or if you are considering a public placement such as an Initial Public Offering (IPO), or if you are seeking fundraising support, or compliant document preparation, such as Information Memorandums, a Prospectus, Financial Forecasts and Valuations.

From Discretionary Portfolio, Investment and Fund Management, through to Corporate Finance Advice, Mergers and Acquisitions, Fundraising, IPOs and Private Placements, Marshall Sterling is well positioned to support your objectives.

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