Artorius is the latest wealth management firm looking to offer our innovative Lombard lending solution to its clients as part of its wider holistic approach to wealth management.
Known for its client-centred expertise, the integration of our functionality into the new Artorius Advance app, provides clients with greater visibility and control over their finances. Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.
Firenze was founded on the principle that Lombard lending – once reserved for the ultra-wealthy clients of private banks – should be accessible to a much wider audience. In response, our solution brings the flexibility, speed, and efficiency of Lombard credit to the mass affluent.
The partnership marks another success for us as we continue to scale, partnering with innovative, customer-centric firms, like Artorius, to offer the solution to clients, making it easier and quicker than ever to access liquidity without the need to sell assets.
Our platform offers loans from £65,000, secured against clients’ investment portfolios, increasing liquidity for other investments. And because borrowing is secured lending with highly liquid collateral, Lombard lending offers lower interest rates compared to typical unsecured loans and allows decisions to be made in hours rather than weeks or months. The result means no disruption to investment plans or triggering capital gains – all while continuing to make gains from investment returns.
With the integration of Firenze, Artorius’ clients benefit from:
- Access to liquidity without the need to sell assets, only paying interest on the amount drawn, with the loan acting like a revolving credit facility that can be paid back and drawn down for as long as the assets remain invested.
- Facilities set up and live within 48-hours of application, once approved, for individual and joint borrowers
- Use of borrowing as a strategic tool for tax planning and optimal inheritance strategies
- Intelligent cash flow solutions, without sacrificing market exposure
- Removing the need to transfer assets to a private bank to gain access to Lombard lending
David Newman, CEO of Firenze, commented: “Artorius exemplify the personalised approach to wealth management that Lombard lending can help enhance. We are proud to be in partnership with a firm that prioritises its clients’ needs and is helping to make their service as efficient and accessible as possible, preventing the need for clients to go to private banks to unlock this form of lending. “
Paddy Lewis, CEO of Artorius said: “ We are delighted to partner with Firenze to offer this service to our clients. Enhancing the value we deliver to clients is central to our approach, and this partnership represents our commitment to providing innovative solutions that meet their evolving needs.”