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Apply and verify
Complete the online application and upload identity and address documents. KYC is typically cleared within hours.
A multi-asset manager for private clients, family offices and corporate treasuries. Every mandate starts with a defined loss tolerance — position sizing, hedging and liquidity follow from it, not the other way around.
Nine members. Monthly allocation vote, minuted and published within five business days.
Held with Tier-1 custodians in segregated accounts, reconciled daily, never used for firm purposes.
Flat management fee, plus a performance fee only above your previous high-water mark.
Annual financial statements and client-asset reconciliation, reviewed by an external auditor.
Nothing here is a black box. Every position, every fee and every rebalance is visible in your portal from the first day — and the advisory desk tells you before you have to ask.
Target ranges below are objectives, not guarantees. Each mandate carries a defined volatility budget and maximum drawdown tolerance.
Target ranges describe the objective of each mandate over a full market cycle. They are not a promise of return. Capital is at risk and you may receive back less than you invest.
Onboarding is digital end to end. Most accounts are approved the same business day.
Complete the online application and upload identity and address documents. KYC is typically cleared within hours.
A suitability assessment maps your horizon, liquidity needs and loss tolerance to one of our three mandates.
Transfer by bank wire or card in 14 base currencies. Funds settle to a segregated custodian account in your name.
Daily NAV, position-level statements and withdrawal requests processed within your mandate’s liquidity window.
| Asset class | Instruments | Typical weight | Liquidity | Role in portfolio |
|---|---|---|---|---|
| Global equities | Single names, sector & country ETFs | 25–55% | Daily | Growth engine |
| Fixed income | Sovereign, IG and short-duration credit | 15–45% | Daily | Ballast & income |
| Precious metals | Gold, silver, platinum exposure | 0–15% | Daily | Inflation hedge |
| Energy & commodities | Brent, WTI, natural gas, agriculture | 0–10% | Daily | Diversifier |
| Foreign exchange | 28 major and cross pairs | 0–12% | Continuous | Hedging & carry |
| Cash & money market | T-bills, overnight deposits | 5–30% | Same day | Liquidity buffer |
If something is not covered here, our advisory desk answers within one business day.
The Conservative mandate starts at $5,000, Balanced at $25,000 and Growth at $100,000. Institutional and family-office mandates are negotiated separately.
No. The ranges shown are objectives over a full market cycle, not guarantees. Every mandate carries the risk of loss, including loss of the amount invested. Past performance does not predict future results.
Withdrawals are processed in the liquidity window of your mandate — weekly for Growth, fortnightly for Balanced, monthly for Conservative. Funds are returned to the originating account, usually within two business days of the window.
Client assets are held in segregated accounts with Tier-1 custodian banks, separate from the firm's own funds, and reconciled daily. They are not used for the firm's operating purposes at any time.
A flat annual management fee of 0.65%–1.10% depending on mandate, plus a 10% performance fee applied only above the previous high-water mark. There are no entry, exit or platform fees.
Verification is digital end to end. Fund in 14 currencies, choose a managed mandate or self-directed access, and start with a fully funded demo environment while onboarding completes.