Precious Metals

Gold and platinum within a considered strategy

Allocation, valuation and custody administration for precious metals positions held as part of a broader asset strategy.

Capabilities

Allocation, valuation and custody administration

Holdings tracked by weight with acquisition history and valuation.

Positions administered alongside gold within the wider portfolio view.

Unit pricing applied to holdings and clearly labelled as data.

Each acquisition recorded with date, quantity and reference.

Administrative custody records only; no physical storage is represented.

Metals appear as an allocation category in the wealth dashboard.

Approach

Precious metals are administered as an allocation category: quantity, acquisition history, valuation and custody status.

Custody records show quantity, acquisition history and custody status for each allocated position.