Our flagship products are our range of Managed Securities Accounts (MSA’s.) These Omnibus Equity trading accounts, operated by us on a ‘Pooled’ basis, start at 10,000 USD, EUR or GBP.
We currently have 3 MSA’s: A ‘Retirement account’, an ‘Education Fee’s account’ and a ‘High Income account.’ We aim to launch 2 other such accounts in 2020.
We principally hold stock in large capitalised companies with many household names such as Apple, IBM, Coca-Cola, and Nike represented.
Separate to the MSA’s, we also have a ‘Bespoke’ account which carries a higher entry level of 100,000 USD, EUR or GBP. From this account, we can truly tailor a range of Equities to suit an individual’s required Income/Growth levels, risk requirements and time horizon.
We deeply follow Warren Buffett’s style to analyse, execute and manage Global Long only, large capitalised stocks contained in each MSA. By using Warren’s techniques, our research is deep, while our trading volume is light by industry standards, as we prefer to buy and hold long-term. These accounts are therefore not suited to short term trading.
USD trades are executed via our Prime Broker JP Morgan with assets custodized by JP’s Custodial Services. For EUR and GBP trades, we use the services of Argon F.S, with assets custodized by Sumitomo Bank in London.