Two client tracks, one standard of service
Businesses managing treasury and individuals planning their financial future both get the same thing from TFX: a named advisor and a written plan.
Businesses with capital to deploy
From SMEs with seasonal cash surpluses to larger firms managing multi-currency treasury, our corporate clients come to TFX for structured, well-documented placement options and a single point of contact for the life of the relationship.
- • Treasury & cash management
- • Structured fixed-income placement
- • Independent risk review
What corporate clients ask us first
"What's the downside if this doesn't perform?" — every recommendation includes a plain-language risk breakdown before terms are signed.
"Who do we call if something changes?" — a named advisor, not a support queue.
What individual clients ask us first
"How much can I afford to lock away?" — plans are built around your liquidity needs, not just target returns.
"Will someone check in on this?" — scheduled reviews are part of every plan, not an add-on.
Individuals planning for the long term
Whether you're building a retirement plan, diversifying savings, or exploring fixed-return products for the first time, our individual clients get the same written, risk-transparent process as our corporate accounts — sized to a personal portfolio.
In their own words
"They laid out the risk in plain terms before we signed anything. That's the standard we hold every advisor to now."
"I've had three review calls this year without having to chase anyone for them."
"Our advisor pushed back on a product we asked about because it didn't fit our risk profile. We appreciated the honesty."