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Welcome to SRS Wealth Management

Our fresh approach focuses on lasting partnerships, built on trust and transparency. From private clients to institutions to financial advisers, every client is unique. Our personalised service matches this – today and for the future.

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Financial advisers

As an Institutional Special Purpose Vehicle (SPV), we specialise in structuring and administering fixed‑rate bonds. Our framework provides investors with direct access to institutional‑quality products supported by the settlement, custody and payment infrastructure of HSBC.

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Our Partnership with HSBC

At SRS Investments, we are proud to work in partnership with HSBC Bank plc, one of the world’s leading banking and financial services organisations. This partnership allows us to deliver robust, institutional-grade investment solutions to our clients with the highest standards of security and transparency.

As an Institutional Special Purpose Vehicle (SPV), we specialise in structuring and administering fixed-rate bonds. Our framework provides investors with direct access to institutional-quality products supported by the settlement, custody and payment infrastructure of HSBC.

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Investor Protection and Regulatory Oversight

We are authorised and regulated by the Financial Conduct Authority (FCA).

All client money is processed through segregated accounts at HSBC Bank plc, in line with FCA Client Asset (CASS) rules.

We adhere strictly to UK and EU regulations on investor protection, disclosure and transparency.

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Why Choose Our SPV Bonds?

Institutional-grade structure – using HSBC’s infrastructure for issuance and settlement.

Fixed-rate returns – designed to provide clarity and predictability of income.

Regulatory compliance – fully aligned with FCA, FSCS and UK investor protection frameworks.

Segregated custody – client funds are never co-mingled and are safeguarded through HSBC’s banking framework.

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Charities

Serving charity and endowment clients with thoughtful global investment solutions, our expertise is an asset for you to draw on. We deliver practical added value with unique investment and sector insights, alongside guidance on best practice.

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Institutional services

We take the time to understand your company and its challenges, providing bespoke solutions tailored to your business requirements and regulatory needs. Our institutional clients include Charities, Financial Mutuals and Defined Benefit Pension Schemes.

Expertly managed

Our approach is simple: our clients always come first. We take time to get to know and understand your objectives, aspirations, and risk parameters. We stay in regular contact with you to ensure your goals remain on track.

Our Institutional Partnerships

At SRS Investments, we work in collaboration with leading financial institutions to provide clients with access to carefully structured investment opportunities. Through our role as an Institutional Special Purpose Vehicle (SPV), we facilitate the issuance and administration of fixed-rate bonds designed for investors seeking stable, predictable returns.

We maintain relationships with Tier-1 banking institutions to support the custody, settlement and payment flows associated with our products. These partnerships ensure that client transactions are processed through robust, regulated banking infrastructure.

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We know that wealth is personal, which is why we work in partnership with you to achieve your financial ambitions. Being entrusted with your money is a privilege we never take for granted.

Marco Antonio Roman
Director, SRS Investments

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