Trading involves substantial risk and may result in the loss of your invested/greater that your invested capital, respectively.

  • Home
  • Institutional Services

Institutional Services for Cross-Border Finance

End-to-end institutional support across custody, settlement, treasury, and governance—bridging traditional markets with tokenised infrastructure.

This page provides general information and is not investment advice.

Institutional Services

What We Provide

Institutional Custody & Controls

Segregation, provider vetting, operational resilience, and access governance.

Settlement & Connectivity

Connectivity with approved venues, OTC counterparties, and tokenised rails (where permitted).

Treasury & Liquidity

Tiered liquidity (T+0/T+1/T+7+), cash ladders, and tokenised cash equivalents (if appropriate & compliant).

Governance & Reporting

Policy documentation, review cadence, audit-ready minutes, consolidation dashboards.

Who We Serve

  • Asset Managers & Family Offices — mandate support, custody architecture, and reporting integration.
  • Enterprises & Treasuries — cross-border cash management and settlements with clear guardrails.
  • Banks, Brokers & FinTechs — operational interfacing, API/STP, and venue workflows.
Who-We-Serve

Service Pillars

Custody Architecture

  • Provider selection and oversight
  • Segregation, reconciliations, continuity planning
  • Key management policies (HSM/MPC, subject to compliance)

Settlement & Rails

  • Approved venues/OTC connectivity
  • Corporate actions, fails management, exception handling
  • Tokenised rails (jurisdiction-aware)

Treasury & Liquidity

  • Liquidity tiering (T+0/T+1/T+7+)
  • Treasury ladders / working-capital design
  • Tokenised cash equivalents (if permitted)

Operating Model

1

Onboarding & KYC/EDD

Entity checks, sanctions screening, account setup.

2

Policy & Controls

Access matrix, dual controls, segregation, escalation paths.

3

Connectivity & Custody

Venue connectivity, custody selection, reconciliations.

4

Day-to-Day Operations

Settlement, treasury runs, exceptions, incident response.

5

Oversight & Reviews

Performance/risk reports, costs, governance minutes.

Compliance-first Cross-border ready Audit-ready records

One operating standard across UK / US / MENA

  • Jurisdiction-aware workflows & permissions
  • Multi-location custody & settlement cut-off alignment
  • Time-zone aligned treasury and reporting cycles
  • Interoperable governance documentation (board packs, minutes, logs)
Global coordination

Risk & Incident Management

Risk

  • Stress scenarios, drawdown/risk bands
  • Capacity checks, counterparty concentration

Incidents

  • Playbooks for operational, cyber, and market events
  • RTO/RPO objectives; communications & escalation
Digital-Asset

Integration with Digital Asset Strategies

Where suitable and compliant, institutional services integrate with tokenisation and Web3 infrastructure—ensuring custody, disclosures, and governance keep pace with innovation.

Learn more

Governance & Reporting

Consolidated Dashboards

Performance, risk, liquidity, costs, counterparties.

Governance Records

Approvals, access logs, review minutes, audit trails.

Review Cadence

Monthly ops reviews, quarterly board packs, annual DD refresh.

Safeguards & Compliance

FCA Status

Preparing for UK authorisation; activities within applicable permissions.

Learn more

AML & KYC

Identity verification, sanctions screening, ongoing monitoring.

Learn more

Operational Resilience

Continuity planning, vendor oversight, incident response.

Learn more

Legal Notices & Disclosures

Transparent risks and responsibilities.

Learn more

0

Global hubs

0+

Institutional partnerships

£0m+

Tokenised products participation

Build an institutional-grade operating stack

Partner with Morgan International Finance Ltd for custody, settlement, treasury, and governance that scale across borders.

Top