Wealth Management
Discretionary management, family advisory and independent review. Three engagements, one standard of care.
01
We build and manage the portfolio day to day inside your own brokerage account, within an investment policy statement you approve in writing.
02
Planning that sits above the portfolio: liquidity, currency exposure, cross-border considerations, education funding and succession of the family balance sheet.
03
A defined-scope engagement for investors who already have a portfolio and want an independent read on risk, cost and concentration before making a decision.
The process
01
We map the balance sheet, the obligations behind it, and the tolerance for loss as it has shown up in your own history.
02
Objectives, constraints, allowed instruments and the risk budget are written down and signed before a single dollar is invested.
03
Positions are implemented in your own account and sized against the risk budget you approved.
04
Continuous monitoring, disciplined rebalancing, and a quarterly review in which we account for every decision taken.
Fees
Our only revenue is the fee you pay us. It is an annual rate applied to the assets under management, tiered as the relationship grows.
| $100 – $500,000 | 2.00% |
|---|---|
| $500,001 – $2,500,000 | 1.50% |
| $2,500,001 – $5,000,000 | 1.25% |
| Above $5,000,000 | 1.00% |
Billing terms are set out in the advisory agreement. Advisory-only and second-opinion engagements are quoted as a flat project fee. Custodian, exchange and fund-level expenses are charged by third parties and are received in full by those third parties.