As our client, you have trusted us to help you achieve financial success and security. Your trust is our most valuable asset.

We conduct ourselves with professionalism and integrity, always maintaining the highest standards of confidentiality, privacy and data securityand we are committed to deliver services of the highest quality.

Investing is a risky business and the value of investments can go up as well as down in value. This means that you could get back less than the capital that you put in. No financial instrument or service is appropriate for everybody nor can it achieve all objectives of an investor. 

We believe that our approach of building customized financial plans designed with a risk profile that each investor is comfortable with is the cornerstone of success.

A summary of our policies is set out below

Code of Conduct

Privacy Policy

Web Privacy Policy

Email disclaimer

Terms of Use

Anti-money laundering policy

Markets in Financial Instruments Directive (MiFID)

Risk disclaimer

Investor Compensation Fund

Best Execution Policy

Staff Remuneration Policy

Complaints Handing Policy

Conflicts of Interest Policy

Cookie Policy

Fees and Costs

Investor Compensation Policy

Execution Quality Summary Statements

 Execution Summary Statement 2019 (RTS28)

Execution Summary Statement 2020 (RTS28)

Execution Summary Statement 2021 (RTS28)

Pillar III Disclosures

Emergo Wealth Pillar III Report (April 2021)

Emergo Wealth Pillar III Report (May 2020)

Emergo Wealth Pillar III Report (April 2019)

Emergo Wealth Pillar III Report (April 2018)

Emergo Wealth Pillar III Report (April 2017)

Emergo Wealth Pillar III Report (April 2016)

Emergo Wealth Pillar III Report (May 2015)