Our typical private wealth clients are professionals who seek to exposure to global asset allocation, while maintaining weekly liquidity within their portfolio.
We provide a more bespoke and transparent approach to clients than a traditional IFA, and deliver unparalleled client service to individuals, that private banks often consider too small to justify any flexibility or personalization.
We also support financial institutions and boutiques who are looking for a partner in structuring funds products or to grow their assets.
Access: direct access to funds curated and run by Investment Managers, who have an impressive track record and credentials, based on vast expertise and experience gained at global fund houses.
Liquidity: weekly liquidity, if needed, without any charges for exits or entry.
Communication: regular insight into Market trends, by way of a Monday morning email, along with fund strategy and performance, to ensure a transparent picture of the investment landscape and decision-making process.