Services

Services

We manage Separately Managed Accounts based on each Client’s return and risk profiles. We don’t take your money from you. The capital is held with reputed global custodians in your name and we are appointed advisors.We will manage the funds for you through an online permission for a fee. We can help you open accounts with either:

  • Interactive Brokers LLC, or
  • Other large Swiss Private banks

Performance

Fees

Like most of the Investment managers and advisors out there, we are not here to charge exorbitant fees and siphon a large portion of each year’s performance from the capital pool. We have expenses we need to cover and we will venture to progressively reduce annual management fees as our Assets Under Management rise. We will charge a mutually agreeable performance fees because exceptional capital management needs to be rewarded and this will help us retain great talent for our Client’s benefit.

  • Annual Management Fees: 1% per annum (Capped)
  • Performance Fees: Negotiable based on risk profile