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Services:
Welcome to Butlers
Client
Satisfaction
Delivering a
Quality Service
Working in
Partnership with Butlers
Our Approach to
Treasury Management
Initial Financial
Appraisal
Local Government
Advice
Economic
Forecasting & Interest Rates
Debt Management
Counterparties &
Credit Worthiness
Internal
Investment
External
Investment
Training &
Seminars
Publications &
Website
Client
Satisfaction & Quality Assurance
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Counterparties and Credit Worthiness
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Each client is considered individually. Counterparty
lists and Annual Investment Strategies are tailored to their specific
requirements.
ü Counterparty information is gathered from a number of
sources, in particular the main rating agencies, investment bank research
and the major newswire services.
ü The Butlers service ensures that risk is clearly defined
and identified as well as being comprehensively managed.
Butlers provides information on the composition of clients’ Annual Investment
Strategy. The initial review of the strategy will ensure
compliance with the current
regulations. However, circumstances can often change during a particular
year and when they do the Strategy will receive more than just an annual
“health check”.
Our counterparty service ensures that the level of
risk taken when investing surplus
funds is clearly defined as well as comprehensively managed. Each of our
clients is unique and therefore requires an individual counterparty list
to suit its particular needs. The diagram below shows how the tailor made
counterparty list is constructed.
Our database system has live feeds from all three rating agencies. This
means that client counterparty lists are always
accurate and that clients will
receive an immediate email notification of any change affecting their list
as soon as it is actioned by a rating agency.
Furthermore, as part of the world’s largest money and securities broker,
Butlers is unique in having first hand information on the institutions
that are active in the sterling market.
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