Our Products

OUR PRODUCTS

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.

Requirements

Entry into our Bespoke account starts at 100,000 and 1,000,000 USD, GBP, and EUR, depending on share class.

Broker-Bespoke Account

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. 

Requirements

Entry into the Broker-bespoke account is USD, GBP, EUR 50,000. 
our flagship series

Our Pooled Managed Securities Accounts

Our flagship series of pooled Managed Securities Accounts (MSAs) have a great history of being profitable for clients. They allow investors to collectively benefit from our expertise in managing a high-quality range of large capitalised long-only equities. Entry starts at 10,000,100,000 and 1,000,000 (depending on share class) and denominated in USD, EUR, or GBP and We currently have 4 MSA’s: A ‘Retirement account,’ an ‘Education Fee’s account,’ a ‘High-Income account,’ and a new ‘Defensive account.’
Our products

Which account works for you?

Elderly retired couple reading their social media
for your future

Retirement Account

The ‘Retirement account’ is medium-high risk and aims to grow and hold sufficient capital for a client’s long-term financial needs. It currently has the following stocks: Amazon, American Electric, J.P Morgan, Carnival, Coca-Cola, GlaxoSmithKline, Toronto Dominion Bank, Verizon, and Nike.
long term wealth

The High-Income account

The ‘High-Income account’ is balanced in nature with dividends reinvested for ‘compound growth’ and currently holds the following stocks: Exxon, Johnson & Johnson, Procter & Gamble, Coca-Cola, Apple, 3M, IBM, Wells Fargo, Southern Electric, and J.P Morgan.
University graduates at graduation ceremony
for their future

Education Fees Account

For clients that wish to save long-term for their children’s likely educational requirements. Considered higher in risk (given the quantum of the problem facing parents to educate children) and currently holds the following stocks: Marriott, Pacific Gas, Merck, American Express, Open Text, Leggett and Platt, Carnival, Bank of Hawaii, ViaSat, and Trimble.
Hipster businessman with laptop bag standing by the river in London.
for the risk averse

Defensive Account

The ‘Defensive account’ is low risk in nature and is suitable for clients that want a degree of caution in their day-to-date investing. It holds the following stocks: Anheuser-Busch, Charter Communications, Dominion Energy, Kimberly-Clark, Procter & Gamble, Verizon, Coca-Cola, AT&T.
INTRODUCING our new

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. 

Requirements

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.

Man working with contemporary laptop