Our typical private wealth clients are professionals who seek to exposure to global asset allocation, while maintaining weekly liquidity within their portfolio.
This positions us as able to provide a more bespoke approach to clients than a traditional IFA, and to deliver unparalleled client service to individuals that private banks often consider too small to justify any flexibility or personalization.
Client benefits
Access: direct access to funds curated and run by an Investment Manager, who has 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.