We offer a range of relationship-based services, from which you can choose which suits you best
We provide advice and discretionary investment services to sophisticated investors such as professional investors and regulated counterparties. We also work closely with Family Offices, Trustees and High Net Worth Individuals that are seeking to optimise how their estate and wealth is managed. Please contact us to discuss your requirements, we will be pleased to meet with you for a meeting to discuss your requirements, at no cost and without obligation.
As an introductory guide, our services can be grouped as follows:
Investment Advisory
We consult with you on a frequency of your choice (intra-day all the way to semi-annually, entirely your choice), to discuss and review investment opportunities globally. This could be a property development that has come to our attention or simply an event-driven equity investment that could potentially yield a short-term profit. The final decision to invest is always yours. We do not have discretion to act without your explicit consent. Investors can redeem their financial investments typically within 5 days. Investors have direct and online access to their portfolio at all times.
Actively Managed Portfolio
After a series of discussions, we would hope to develop an understanding of your investment requirements. We would then allocate and dynamically manage your assets in accordance with a documented mandate. The mandate would determine the types of investments we make on your behalf and their risk profile. Investors can redeem their financial portfolio typically within 5 days. Investors have direct and online access to their portfolio at all times.
Asset Managed / Model Portfolio / Hedge Fund Strategies
Some investments cannot be made by a single investor, due to their size or complexity. For investors that have an interest in taking a part participation in larger transactions or would like exposure to a wide range of different investment themes, we would propose an investment in one of our Fund structures. Investors receive units in these Funds. In turn, these Funds would invest and trade in a wide range of investment instruments and fixed assets. Typically, with the exception of dedicated property funds, both subscriptions and redemptions can be made monthly. Investors have direct and online access to their portfolio at all times.
Client Money & Asset Protection
Your funds and investment assets are held in segregated accounts, quite separate from Axis' own funds, with our Authorised Custodian (FCA & SEC). Your account benefits from both SIPC insurance up to USD 500,000 and additional Lloyds of London re-insurance for the surplus to USD 30 million. All property deeds can be held with one of the SRA Regulated Law Firms that we customarily use, or with your preferred custodian.
Authorised & Regulated by the Financial Services Commission for International Investment Business