Wealth Management

Our mission is to deliver superior fund performance and exemplary client service, whilst utilising strategies that maintain full capital protection on investor funds.

Clients

We provide wealth management services to a substantial and diversified client base, including corporate and institutional clients as well as global family offices, private UHNW individuals and asset managers. We are flexible and work together with clients to achieve their desired outcomes. Clients have the option to invest in our main fund or set up segregated fund vehicles specific to their investment strategy. Our sweet spot for segregated fund structures lies with investment amounts of $100 million USD (or equivalent currency) and above and $10 million and above within our main structure.

Management Philosophy

We are committed to putting our clients’ interests first by employing strategies that provide protection to an investor’s capital. This fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make. This core principle is the foundation of our business as we work to understand our clients’ needs and execute strategies to generate excess returns and provide world-class client solutions. Clients with $100 million and above have the ability to receive collateral support arrangements to ensure their capital is completed protected.

Fund Solutions

We partner with our clients to tailor solutions within our platform that best needs their investment needs. We provide flexible solutions to manage funds or assets for our clients, either through our main fund or under a segregated fund structure, which allows us to tailor our investment approaches specifically to a client and focus solely on their needs and provide an optimal structure for all asset types and the infrastructure necessary to tailor investment needs. This includes the provision of fund administration, tax and auditing, legal services, banking and custodial services, centralised trade execution and prime brokerage facilities.

For more information and how to become a client, please click here