×

The Crest Depository Ltd Solution

Our mission is to help advisory firms efficiently manage their businesses and excel at serving their sophisticated, high-net-worth clients. As the New Model CustodianSM, we have rebuilt our business from the ground up and introduced a new blueprint for how advisors are served. We help investment managers, wealth managers and family offices thrive in today’s dramatically changed industry environment.

Putting Our Solutions to Work for You

Whether you are looking to attract assets, improve margins, or take your business in new directions, Pershing Advisor Solutions can turn your vision into reality..

×

Crest Depository Ltd

Success your business

Our founding principles are reflected in our client approach. We offer a service differentiated from the large accountancy firms with whom we compete – we focus on the provision of a more personalised service with sensible fee structures, but without any compromise on quality of advice. We spend time with clients to develop an in-depth understanding of the key personal and commercial objectives and aspirations of the multiple stakeholders concerned, and we use this to formulate a transaction strategy which meets the needs of those involved. We take a long term view regarding client engagements; engaging early and providing strategic input to assist with business growth and the maximisation of shareholder value.

Crest Depository Ltd is the exclusive UK representative of the CDI Global M&A network, an affiliation of over fifty professional M&A specialist offices located in major economic centres across the world. We work across the CDI Global network with our partners to deliver cross-border, middle-market corporate finance transactions to meet the distinctive requirements of strategic buyers and sellers, as well as those of financial investors. CDI Global members have completed almost 1500 corporate finance transactions across multiple industry sectors and geographies.