Numis Trustee Portal

Director of Investment Banking at Numis Securities Ltd, Philip Smith discusses the new Trustee platform.

In December last year Numis launched their Trustee Custody Portal that was specifically designed for the offshore trust community. Numis engaged with Cytec as their chosen partner given their presence and reputation within the share plans arena. Working with Cytec from initial concept discussions, design planning, implementation and then launch proved a seamless experience, both Nick and Shelley were extremely professional and knowledgeable throughout the whole process, meaning the platform landed very well indeed. The feedback from all users has been extremely positive, with consistent underlying message ‘best in class’.

From an internal Numis user experience, the launch of the Portal has delivered a number of efficiencies, and in a marketplace that is in the gaze of the regulators the need to deliver robust technology is vital.


“The new portal platform Numis is offering has changed the effectiveness and efficiency of our day-to-day business — specifically reconciliations. We now have the ability to download and review all transactions across all client accounts firsthand. The fact that it is very easy to use is an added bonus.”

Global Shares

“The custody portal complements our client centric trustee services, providing an intuitive platform to report to our corporate clients in an efficient manner.”


“We think the portal is great, of particular note is the ability to check the inflight balances when waiting for a transfer or trade to settle.”

Intertrust Trustees

“The Numis portal has been very beneficial to our daily activities, in that we are now able to access up-to-date information in real time. The system is a welcome addition to Numis’ already high level of personal service.”

Buck Trustees

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