Access Routes

Access to Strategies

Access is provided through regulated structures, with the appropriate route determined based on your preference, experience, and desired level of involvement.

Institutional Structure

A dedicated institutional investment structure designed for investors who prefer a hands-off approach. Onboarding is fully managed, with capital allocated within a regulated framework — no day-to-day account management required.

  • ✓ Fully managed onboarding
  • ✓ Capital allocated within a regulated framework
  • ✓ Consolidated reporting and administration
  • ✓ No day-to-day account management required

Client Owned Broker Account

For investors who prefer more direct involvement — a client-owned brokerage account connected to regulated execution infrastructure. Trades are mirrored automatically, giving you greater visibility and control over account activity.

  • ✓ Brokerage account held in your own name
  • ✓ Trades mirrored automatically via connected infrastructure
  • ✓ Greater visibility and control over account activity
  • ✓ More direct involvement in the operational setup

Side-by-Side Comparison

Both routes provide access to the same underlying strategy framework. The primary difference is the operational structure through which investors participate.

Feature Institutional Structure Client Owned Broker Account
OnboardingFully managedGuided setup
Account managementHandled for youSelf-managed
Capital custodyRegulated frameworkYour broker account
Trade executionCentralisedMirrored to your account
ReportingCentralised platformVia broker platform
Level of involvementHands-offHands-on
FlexibilityStructuredGreater flexibility
Strategy accessSame strategiesSame strategies
The Process

How It Works

Once you're ready, the process is straightforward. We're with you at every stage, making sure everything is clear and you're comfortable before anything goes live.

1

Request Strategy Information

Get in touch and we'll share the details on available strategies and access structures. No pressure, no commitment — just the information you need.

2

Discussion

We'll have a proper conversation about your goals, preferences, and which access route makes the most sense for you. Think of it as a coffee chat, not a sales pitch.

3

Onboarding via Regulated Partner

Account setup and verification are completed online through our regulated third-party partners' secure portals. We guide you through each step of the digital onboarding process.

4

Funding

Capital is transferred to the client's account — held in your own name, always under your control.

5

Activation

The strategy is activated and ongoing oversight begins. You'll have full visibility of performance and can reach out to us anytime.

Professional consultation in a modern office setting

Access Is Provided on an Application Basis

Performance information is available upon request. If you'd like additional detail, we're available to guide you through the structure and access options.

Request Strategy Information