Advisory portfolio management and investment risk oversight for companies, charities, trusts, pension schemes and family offices, from a former sovereign wealth fund Chief Risk Officer.
Cash held in company accounts earns far less than its potential and loses value to inflation year after year. We invest it to a written mandate the board approves, with the company's objectives, liquidity needs and risk limits set out before anything is bought, and we plan the group structure around it.
Cash above working-capital needs, or between funding rounds, invested to a written mandate with the company's own risk limits.
One holding company owning the trading businesses and the investments, with surplus capital invested at the top through a low-cost broker.
A single UK parent company that funds, and receives from, subsidiaries in each country, so capital is not trapped offshore.
Company-funded directors' pensions, and setting up and running a workplace pension.
Company valuations, financial models, investor decks and readiness packs, and support through a funding round.
Time-weighted returns reconciled to custodian statements, with risk monitored daily across every account.
Martin was Chief Risk Officer at Kleinwort Benson, at Saudi Arabia's Public Investment Fund, where he led the Investment Committee on asset allocation, and at Pemberton Asset Management, where he sat on the board and chaired the Risk and Compliance Committee.
Trustees of charities, family trusts, SSAS and company pension schemes are responsible for money held for others. We work to a written mandate that records the objectives, risk limits, permitted investments and reporting the trustees have agreed, and our service is advisory, so every trade comes to the trustees for approval.
Objectives, risk limits, permitted investments and reporting agreed in writing before anything is invested.
Each recommendation comes to the trustees for approval, within the limits the mandate sets.
Investment advice to scheme trustees, in directly held shares and low-cost ETFs.
A portfolio built around the charity's or the trust's own objectives and spending needs.
Volatility, Value at Risk, drawdown and concentration monitored every day, with each holding's share of the risk measured against its weight.
Assets held in the client's own name with Interactive Brokers, AJ Bell or Swissquote; Wealth Max never holds client money.
Jacques van der Merwe, CA(SA), CFA, Partner and Senior Portfolio Manager at Clearance Capital LLP, sits on our board as an independent non-executive director and brings external challenge.
Family offices and corporate treasuries can have us run the portfolio on an advisory basis, or provide investment risk oversight of what they already hold, with institutional investment discipline behind both. Other advisers can advise their own clients and invest through our platform.
Directly held shares and low-cost ETFs, run to the mandate, with every trade approved by you.
An independent view of the risk in the portfolios you already hold: Value at Risk, drawdown, concentration and leverage headroom.
Holdings in GBP, EUR and USD, so returns match where the family spends and invests.
Advise your own clients and invest for them through our platform.
Martin was Chief Risk Officer of Kleinwort Benson, the inaugural Chief Risk Officer of Saudi Arabia's Public Investment Fund and Group Chief Risk Officer of Pemberton Asset Management. He built this platform himself.
30 minutes, free, on Teams or by phone.
Its objectives, liquidity needs, constraints and who approves decisions.
A written mandate setting out objectives, risk limits, permitted investments and reporting.
Sign the agreement and open a segregated account with Interactive Brokers, AJ Bell or Swissquote. Wealth Max never holds client money.
Recommendations within the mandate for you to approve, rebalancing to the model portfolio, a client login, and a review every year and whenever your circumstances change.
Thirty minutes on Teams or by phone, any day with 24 hours' notice. We will tell you honestly whether Wealth Max is the right fit.
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