INVESTMENT SERVICES
The best global investments
GLOBAL MANAGED ACCOUNT
The first choice for family money.
Our Approach
We combine asset allocation, primary industry research via Asian industry connections
and decades of investment experience to deliver superior risk adjusted returns.
We deliver several risk adjusted investment portfolios that can be weighted to achieve your investment goals,
regardless of the global economic cycle or geo-political risk.
Our Preferred Platform: We use Interactive Brokers as our broker/custodian to provide superior execution, low cost and security.
Important Disclosure
“Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Caterer Goodman Partners Ltd. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.”
GLOBAL GROWTH STARS
Investing in the Future
The Global Growth Stars (GGS) fund has a mandate to focus on emerging technology growth companies globally.
This investment strategy invests in companies in the range of $1-100 billion USD in market capitalization across developed markets such as the USA, UK, Australia, Hong Kong, Singapore, New Zealand and Europe.
Although we invest in the technology industry with a focus on the software and hardware sectors, we also seek out rapid growth companies in a variety of sectors.
We identify proven segment leaders who are delivering an innovative solution. But most importantly, they must combine leadership with an ability to earn above industry average profit margins.
FAMILY OFFICE CUSTOMIZED STRATEGIES
Customized for you
Combining the best of our insights with the values and vision for your family requires a customized approach.
We understand your financial goals and objectives, develop a strategy to build and preserve wealth, and implement a strategy that reflects your values and ESG requirements. Investing for the future can both preserve wealth and serve your family goals.
Note: Account minimum is $2 million USD.