James Richards
Small Business Owner, Director, and Serial Entrepreneur in Gibraltar
We work with an FCA regulated multi asset investment boutique in London.
They offer a multi market portfolio which includes FX, equities, precious metals and commodities
Benefits to Clients:
Fully FCA regulated and RDR compliant
Regulated compliance audited 6 year trading with 21% track record per annum (verified and validated)
Highly bespoke managed portfolios – tailored specifically to each individual
FCA regulated UK custodian
Highly talented and experienced team – min. 15 years each
100% transparent
Highly competitive fee structure for clients – no set up or management fees
Can be facilitated direct or via SIPP, SSAS, QROPS, Bond, Trust, etc.
Suitable for HNWIs, UHNWIs, Family Offices, Pension Funds and Institution
Options can include a fully managed and personalised portfolio, a tailor made fund structured to suit, a portfolio which can donate towards a charity or foundation with specific branding or various other structures built specifically for client and partner requirements.
Benefits to Introducing Partners:
Generous revenue share package & performance bonus – fully RDR compliant
One simple introduction provides a monthly ongoing passive income which continues for the duration the client maintains a live account
Additional bonus paid out to introducers on portfolio performance
No requirement to be regulated to introduce
Full support available
Monthly payments on time with detailed breakdown of revenue generated
Suitable for independent advisors and brokerages
Few geographical barriers
An excellent addition to any client portfolio
Can be structured B2C or B2B to build a network and earn an override residual income