Dynamic Planner is the UK's most widely used digital risk profiling, investment research and financial planning service to ensure investment suitability.
Frigate’s business concept is based on providing services in various investing areas according to client’s needs. Frigate through its subsidiaries provides a wide range of services which give investors access to securities - investment advice, portfolio management, executing orders for clients, structured products for different kinds of clients, trading in financial instruments and helping companies raise funds on capital markets.
Founded in 2009, FundGlobam is an expert firm focusing on market knowledge, distribution strategy, distribution support and marketing assistance to the investment fund industry.