Our Process
- Assets will be held at a top tier bank and managed through Limited Power of Attorney for investing only and a Right to Information
- Discretionary portfolios: 100% of the management going forward
- Advisory accounts: advice on the assets in the portfolios and analysis on new products, suggestions from the market and the financial institutions including Private Equity and Hedge funds
- Conduct as many meetings and on-going conference calls as possible to review portfolios, results and ideas
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Discretionary portfolios:
- 0.04% per month fee on the value of the portfolio’s assets
- And an annual performance fee of 10% on the asset portfolio performance if the minimum return is achieved, i.e. 8% for the year
Advisory Accounts:
- 0.02% per month fee on the value of the portfolio’s assets
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