Our custodian brokers (where you open your account) offer multiple different account types so you can custom tailor your investment participation and invest from the most cost efficient, or tax efficient position which best suits your needs.

Personal Accounts

Our most popular option for those wanting to invest their own personal funds and hold an account in their own name.

Corporate Accounts

For businesses, partnerships, and other private entities wishing to invest company assets from a corporate position.

Pension Accounts

Invest via tax friendly retirement vehicles such as Superannuation’s and SIPPs. These vehicles may help you to maximize tax efficiency today, by settling more of it later in life.

Joint Accounts

For accounts with multiple owners such as friends, colleagues, business partners, and married couples.

Trust Accounts

Protect and invest your trust’s assets, so you can maximize growth, and migrate them on to future generations.

Foundations and SPVs

Charitable foundations and various types of Special Purpose Vehicles can also invest to allocate capital towards goal specific and legacy projects.

Want to Transfer Your Account To Us?

Let us help you

Are you invested in other managed accounts elsewhere and not happy with performance? Or are you simply wanting further diversification?

We make it easy to transfer your existing managed accounts to ours by doing a “Broker2Broker” transfer (often called a B2B). In doing so, we pledge to cover all transfer fees that your broker or bank wants to charge you for this simple process. Why? Because you shouldn’t have to!

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