Discretionary Portfolio Management |
Value Proposition
Our discretionary Portfolio Management model addresses the needs of clients who are looking to work with Portfolio Managers who are independent, objective and with a proven track record, yet within the framework of the one-stop execution, custodial, reporting and administrative infrastructure of an established Private Bank.
How does the Discretionary Portfolio Management model work?
- Client opens a direct account with a Private Bank of choice from the list of banks in partnership with Megatr8 Inc. (Megatr8).
- A designated Relationship Manager from the Private Bank will still be the point of contact for all matters in relation to the client’s account with the Private Bank, except investment decisions.
- Megatr8 will manage the Client's portfolio and execute investment decisions with the designated Private Bank as per the discretionary portfolio mandate signed with the client.
Interested investors, kindly contact us for more information.