ClearPoint

Institutional Partnerships

Partnerships with banks, managers, and specialist providers where shared infrastructure can improve client outcomes.

Building practical links between institutions and opportunity

Our partnership model goes beyond standard distribution agreements. We work with banking, brokerage, and liquidity partners to build products around real mandates, combining our operating stack with their scale and reach.

Every partnership begins with alignment. We invest time understanding each institution’s regulatory environment, client base, and strategic objectives before designing solutions that fit.

The result is a portfolio of co-branded, compliant products backed by our technology infrastructure and their distribution strength.

How we collaborate

Our partnerships span seven jurisdictions across Europe, the Middle East, and Asia-Pacific. Each relationship is shaped by local regulation, client needs, and market structure.

01

Co-Developed Products

We work alongside banking and liquidity partners to build financial instruments, from structured notes to yield-focused vehicles, around your clients’ mandates.

02

Prime Brokerage Access

Use our prime brokerage relationships for margin terms, multi-asset custody, and settlement support across jurisdictions.

03

Liquidity Aggregation

Our proprietary routing connects to a deep pool of institutional liquidity providers, ensuring best execution and minimal slippage even for large block orders.

04

Regulatory & Compliance

Explore how cross-border regulatory requirements shape institutional workflows, and how our operations team maps them onto day-to-day execution and reporting.

We don’t distribute products — we co-create them. Every partnership is an extension of both organisations.

36
Institutional partners globally
7
Core market regions
$760M+
Capital facilitated

Advice built around the
decisions that matter.

Work with a team that brings planning, portfolio guidance, and practical support together for families, founders, and long-term investors.