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Global capability with local execution

Volans is built to support professional advisers serving sophisticated clients.

We provide the infrastructure that enables portfolio-secured financing, global investing, risk intelligence, and asset servicing—so you can deliver better outcomes without changing how you work.

We are independent by design. Our role is to sit behind you: strengthen your capability, improve client clarity, and provide institutional-grade execution and controls—while you keep the relationship and advice mandate.

What Volans enables for your clients

Borrow without forced selling

Establish liquidity against eligible portfolios to meet real-world needs—tax, finance bridging, bricks & mortar, education, business commitments—without disrupting long-term positions.

Make risk intelligible

Translate complexity into clear insight—concentration, currency exposure, scenario outcomes, and downside pathways—so advice is anchored in evidence.

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Invest globally with clarity and confidence

Support multi-market, multi-currency portfolios with efficient access and clean operational workflows, aligned to professional standards.

Clear governance

Institutional-grade servicing and reporting designed for committees, file notes and audit trails—supporting professional oversight.

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Designed for professional advice workflows

  • Night view of a glass office building with illuminated interiors, showing multiple floors with office desks, chairs, and people working.

    Clear Rails

    Clear facility structures and operating rules. Transparent risk settings and monitoring logic. Reporting suitable for adviser files and investment committee oversight

  • A financial stock chart showing a sharp decline followed by a recovery with candlestick patterns in red and green on a dark background.

    Built for Complexity

    Concentrated portfolios, cross-border holdings and multi-currency exposures. Liquidity events and timing-sensitive needs. Multi-entity family structures where governance matters. Volans has the experience that matters.

  • Built to scale

    A repeatable system you can deploy across your client base—without bespoke operational overhead each time.