Who is Direct Trade Securities?

The Direct Trade Securities wealth management platform launched in August 2024 with the goal of becoming the leading independent wealth platform for the international financial services market.

Independent recognition

Our strong progress has been independently recognised with a number of industry awards:

International Investment Awards - Best International Platform in 2024.

International Adviser – Product and Service Awards Novermber 2024 – International Platform of the year.

Strong owner

Our foundation is reinforced by the presence of a strong, committed owner — a shareholder with a long-term vision, deep financial capability, and a steadfast belief in sustainable growth. This ownership structure provides the stability and strategic direction that underpin our success.

Our owner’s perspective extends beyond short-term market movements. Guided by a commitment to enduring value creation, they support our ambition to build a resilient and forward-looking investment platform that stands the test of time. With substantial capital resources and a disciplined approach to financial management, our owner ensures we operate from a position of strength. This backing allows us to navigate economic cycles with confidence and pursue growth opportunities with conviction.

Our owner shares our belief that long-term success is built on responsible investment and sustainable business practices. This shared commitment drives us to deliver not only financial performance but also positive impact for our clients, partners, and communities.

Leading partners

In addition, we partner with some of the world’s major institutions, such as JPMorgan Chase, Wells Fargo, U.S. Bancorp and PNC Financial Services.

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