Cash Management and Servo Private Wealth

As many of you will know, we focus our attention on working with wealthy families, high net worth individuals, entrepreneurs, Companies and Charities. We work closely with them to grow and protect their wealth over the long term. 

Inflation is a silent killer and many people ignore their cash holdings, just putting up with whatever rates are on offer from their main bank. 


We think that this will hurt the real value of people’s wealth, which is why we are pleased to announce that we are now able to offer our clients the benefits of a new cash management service that searches the ENTIRE marketplace for cash deposit rates in one place. 


What does this mean? 


At Servo, we’re well aware that many of you are put off by switching accounts. This is usually due to the expected inconvenience and low perceived gains from opening another account. Staggeringly, 80% of easy access accounts have not been switched in the last three years! 


The beauty of this cash management service is it allows us to illustrate and demonstrate how your cash can be allocated across different time periods and with different institutions to obtain the best protection for your capital and the best rate outcome. We can search over 180+ financial institutions and are not paid by, or tied to, any providers so will always give you the best rates available. 


The cash management system allows us to visually show you different models and strategies to preserve your wealth in a clear, focused and transparent way. The datasets, which are updated daily, allow us to provide you with the latest information on the market and compare how much better off you’d be by switching accounts. 


What’s even better is that through our partners, they can even take all of the legwork out of setting up and moving accounts and do it for you. 


We don’t charge any fees for this service and are committed to helping you with all aspects of your finances, regardless of whether it’s your personal money, company deposits, or any other type of account. 


What next?

If you’re interested in finding out more about this or to see how we can help you with your cash needs, please get in touch at: [email protected] or by calling us at +44 (0)1444 715200


DISCLAIMER: This article is for general information and is not intended to address your particular requirements. No individual or company should act upon such information without receiving appropriate professional advice