International Advisers
Supporting advisers working with internationally mobile clients holding UK assets
Invinitive works with advisers who support internationally mobile clients; including expats and non-UK residents, who retain UK pensions or investment assets.
We provide a UK-regulated, execution-only platform that supports cross-border use cases, subject to jurisdictional and regulatory requirements.
Who this is for
We typically work with advisers who:
Invinitive does not provide advice and does not passport advisory services into other jurisdictions.
Supported client scenarios
Subject to eligibility and onboarding requirements, the Invinitive platform can support:
Availability may vary depending on client residency and local regulatory considerations.
Platform capabilities for international use
Regulatory clarity
Invinitive is a UK-regulated platform provider.
This clear separation of responsibilities helps advisers manage cross-border risk effectively.
Governance & operational framework
Our governance-led model includes:
This framework supports advisers managing complex international client profiles.
Investment universe & asset access
Invinitive provides advisers with access to a broad, open-architecture investment universe that is deliberately focused on FCA-permitted, standard investments, administered within a clearly defined governance and eligibility framework.
We do not support non-standard, unregulated or exotic asset types.
Supported asset types (permitted investments only)
Advisers and their clients can invest in FCA-permitted, standard assets, including:
All investments available on the platform:
Invinitive does not permit investments that would be classed as non-standard, unregulated or taxable property within a SIPP or investment wrapper.
Multi-currency investing & FX
The Invinitive platform supports multi-currency investing across up to 8 currencies, allowing advisers to support globally diversified portfolios while maintaining operational clarity.
Currency capabilities include:
Foreign exchange (FX)
This approach supports transparent pricing and efficient cross-border investing.
Portfolio construction flexibility
Invinitive is designed to support a wide range of adviser investment models while maintaining clear regulatory boundaries.
Adviser-created model portfolios
Advisers may:
Invinitive does not design, recommend or manage model portfolios.
Third-party Model Portfolio Services (MPS)
Where appropriate, the platform supports the use of third-party Model Portfolio Services, subject to onboarding and eligibility requirements.
Discretionary Fund Managers (DFMs)
Invinitive can facilitate the appointment of third-party Discretionary Fund Managers, where required.
Clear separation of responsibilities
Invinitive's operating model maintains a clear separation between:
This separation supports advisers in meeting regulatory obligations while preserving flexibility in portfolio construction and client servicing.
Adviser onboarding (International)
Onboarding is tailored to reflect cross-border considerations.
Typical steps:
Operational support for international advisers
Resources for international advisers
- •International adviser due diligence pack
- •Jurisdictional onboarding guidance
- •Platform documentation and process guides
Work with us
If you would like to understand whether Invinitive is suitable for your international client base, we are happy to have an initial discussion.
Invinitive Financial UK Ltd is authorised and regulated by the Financial Conduct Authority. Invinitive operates on an execution-only basis and does not provide investment advice, discretionary management or investment recommendations. All investments available on the platform are FCA-permitted standard assets. Advisers remain responsible for suitability, portfolio selection, client outcomes and compliance with local regulations.
