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A private-bank grade platform you can stand behind.

Built to sit behind you: you retain the client relationship.

INTRODUCE A CLIENT
PARTNER WITH VOLANS

Volans provides the rails.

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Professional advisers

Volans equips professional advisers with portfolio-secured credit, institutional controls, and clear reporting—so you can deliver liquidity and global opportunity to sophisticated clients without compromising governance.

Who we support

  • For advisers managing complex balance sheets and global portfolios:

    • Portfolio-secured liquidity without forced asset sales

    • Multi-currency flexibility for offshore needs and opportunities

    • A consistent framework you can explain, document, and defend

  • For time-sensitive liquidity and strategy execution:

    • Funding for tax events and cash-flow timing without disrupting investment positions

    • Clear utilisation and reporting to support advice documentation

    • Conservative risk settings designed to reduce “surprise outcomes”

  • For structures and intergenerational planning:

    • Facilities that can be aligned to trusts, companies, and family arrangements (where eligible)

    • Reporting that supports governance, sign-off, and ongoing oversight

    • A disciplined approach suitable for fiduciary environments

  • For active portfolio management and execution needs:

    • Liquidity that supports strategy changes without unnecessary selling

    • Visibility over eligibility, concentrations, LVRs, and facility utilisation

    • A platform designed for repeatable, risk-aware leverage

  • For clients who work with multiple experts:

    • A shared “source of truth” for facility status, monitoring, and reporting

    • Governance-ready outputs for committees and investment policy oversight

    • A platform that fits around existing custody and portfolio operations

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What Volans enables for your clients

Liquidity without disruption

Access capital against eligible portfolios for tax, property, education, business, or rebalancing—without forcing sales at the wrong time.

Institutional risk discipline

Clear eligibility rules, concentration limits, LVRs, and monitoring—designed to behave predictably through market cycles.

Work With Us
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Multi-currency flexibility

Borrow and settle in major currencies so clients can match liabilities and opportunities with less friction.

Reporting you can use

Clean, audit-ready reporting to support advice files, committees, and ongoing client communication.

How we work with you

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Fit around your existing world

Volans is designed to integrate with how sophisticated portfolios are already held and managed—approved custody remains in place.

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Establish a facility with clear parameters

We set limits, currencies, collateral rules, and buffers aligned to the client’s objectives and your advice process.

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Draw, deploy, monitor

Clients access capital when needed. Monitoring and reporting continue in the background, supporting oversight.

Work With Us
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Ongoing review

As markets and client circumstances change, the facility can be adjusted within a disciplined framework.

Why advisers choose Volans

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Independence

A platform designed to reduce product bias and replace opacity with intelligible rules

Governance-first design

Conservative settings, monitoring, and reporting you can document and defend.

Built for sophisticated clients

A private-bank grade experience, delivered locally with modern infrastructure.

A partner that stays in the background

You lead the relationship. We provide the platform, controls, and operational rails.

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