Choose the account that works for you...
We have three main types of securities accounts for clients: Our Bespoke accounts, a range of Pooled Managed Securities accounts and a new Managed Regular savings account.
Pathway Bespoke Account
Broker Bespoke Account
Pooled Managed Accounts
Managed Regular Account
Our Bespoke Accounts
Pathway Bespoke Account
In this account, we can truly create a range of highly personalised investments. It allows us complete discretion to judiciously invest capital in a portfolio of stocks to dovetail with client’s stated time horizon, rate of return, liquidity requirements and risk tolerances.
Entry into our Bespoke account starts at 100,000 and 1,000,000 USD, GBP, and EUR, depending on share class.
This account allows a financial advisor to create a range of products to suit their client’s individual needs. A suitably qualified advisor informs us to execute-only trades, allowing access to Stocks, Mutual Funds, Structured Notes, ETFs, global equities, etc.
Our Pooled Managed Securities Accounts
Which account works for you?
The High-Income account
Education Fees Account
Managed Regular Account.
The managed regular account (MRA) invests in our Pooled accounts but allows you to save regularly. It is, we believe, the most flexible savings contract allowing the following flexibility: To stop/start, reduce/increase payments when you like, and it has no maturity date, putting you firmly in control of costs and benefits during the years ahead.
Entry into our MRA is a minimum of 250/per month GBP, EUR, or USD.
How to Invest
We believe in making it simple for clients to invest.
Our interactive Subscription Form is simple and easy to complete. Once completed, it is emailed to our admin team for review.
We do require proof of Identification (valid Passport or Local ID), one recent utility bill (dated within the past three months), or if a utility bill is not available, we would ask for two other forms of address confirmation, such as a credit card statement, bank statement, driving license or car insurance. Documents can be photographed on your phone or emailed to us.
Once received and approved, we will send you our bank details/credit card link for payment.
After the initial subscription is received, we will email you a confirmation and issue an account number and, thereafter, you will receive an annual statement and we can also facilitate periodic ones during the year upon request.