About Mariana Capital
Mariana was established in 2009 by an experienced team with considerable technical knowledge of structuring investments for various markets. Their structured investment division was created in 2012, which now boasts one of the largest and most experienced teams in the market covering the UK, Europe and Middle and Far East.
In handling clients' money and assets, Mariana works closely with:
James Brearley & Sons Limited (trading as James Brearley)
James Brearley has a proud history of providing custody services, share dealing and investment management services to both private and intermediary clients for 100 years. As one of the North of England’s leading administrator and custodians, investment managers & stockbrokers, it employs over 50 people.
The firm’s skilled and experienced staff combined with its financial strength enables James Brearley to provide high quality, bespoke and flexible services to all investors. Following the introduction of the Personal Equity Plan (PEP) in 1986, the forerunner of what is now today’s Individual Savings Account (ISA), James Brearley has acted as a custodian of investor assets. This responsibility today extends beyond ISAs to include general investment accounts, pension vehicles (SIPP & SSAS), trust arrangements and offshore insurance bonds.
The introduction of the firm’s online dealing and valuation services in 2000 proved a pivotal move, enabling it to become one of the first stockbroking companies in the UK to provide investors with access to online dealing as well as online access to their portfolio valuation, cash statement and transaction history. This early entry into the online world has held the company in good stead.
James Brearley now provides a wide range of online solutions to other financial services businesses, which has led to the company having responsibility over investor assets totalling in excess of approximately £2 billion spread across more than 15,000 accounts.
James Brearley & Sons Limited is authorised and regulated by the Financial Conduct Authority (FCA). Their FCA registration number is 189219. The company is incorporated in England and Wales, Company Number 3705135.
James Brearley & Sons Limited is a member of the Personal Investment Management & Financial Advice Association (PIMFA) and the London Stock Exchange and an HM Revenue and Customs authorised ISA Manager.
What does James Brearley do?
When you invest in a Mariana Structured Product you become a client of James Brearley. As Administrator and Custodian, James Brearley has the responsibility of processing and approving your application and administering your investment throughout the term of the Plan.
As part of that responsibility, you will receive the following:
- Confirmation of the acceptance of your application
- Confirmation of the Start Level(s) of the Underlying(s)
- Access to an online portal to access documentation
- Annual valuation statements
- Notification of the maturity of your investment
The Administrator and Custodian is also available to answer any questions you may have relating to the administration of your investment. Please feel free to contact them on 01253 831 165 or JBrearley.Outsourced.Admin@jbrearley.co.uk. Telephone calls may be recorded.
All investments carry risk. It is identifying those risks, understanding how they may affect an investment and assessing whether an investment is suitable for your circumstances that is important.
The potential returns of most structured products and repaying the money invested are usually linked to the level of a stock market index and also depend on the financial stability of the issuer and counterparty bank. You should only consider investing if you understand and accept the risk of losing some or all of any money invested.
You should always read the relevant plan brochure and any other plan documentation, for full details of a plan’s features, including any risks, and the terms and conditions. In addition to the plan brochure and terms and conditions there are other important documents, including a Key Information Document (‘KID’), that you should consider, before deciding to invest in a plan.
Structured products should only be considered as part of a diversified and balanced portfolio.
Below is a summary of some of the main risks usually associated with an investment in structured products plans:
Structured Products Investor newsletter
We are also delighted to be able to introduce a new client newsletter, the Best Price FS Structured Products Investor, with the support of Tempo.
Contributing journalists will include the highly respected Financial Times ‘adventurous investor’ columnist, David Stevenson.
The first publication also features an article written by the global head of Tempo, Chris Taylor.