Easy and speedy
I’m frustrated by bureaucracy and time-wasting too. Time is money — accounts are set up online, simply.
Reasonable fees
1% yearly management. 0.75% on accounts above $500,000, and 0.5% above $1m.
Reasonable minimums
Since 30 March 2021 I raised minimums to deal with me directly — there are now three service levels for different stages of wealth.
Globally available
Available almost everywhere except US residents (American expats are fine). Especially useful for expats moving between countries, and locals in emerging markets without a stable currency or system.
In your company name
Accounts can be in your name or your company’s. If you own a company, investing through your firm can be tax-efficient.
Based on the 80:20 principle
80% in core assets; 20% in assets you can’t access directly, like private equity.
Access to top fund houses
Direct access to some of the biggest, most respected fund houses in the world — including Vanguard, BlackRock and iShares.
Risk-adjusted to you
Portfolios calibrated to your personal risk tolerance — not a one-size-fits-all model.
Trusted & recommended
Backed by genuine client recommendations and extensive media exposure (see below).
Evidence over speculation
A disciplined, evidence-based approach that removes emotion from the decisions that matter.
Example portfolios, adjusted to your risk
The four portfolios below are examples of past portfolios I have constructed, adjusted for each client’s risk appetite.
Backed by the world’s biggest fund houses
What clients say
Highlights from LinkedIn reviews clients have left from around the world.
“It is 2019 and Adam is a pioneer. I have referred him to close friends and colleagues and I highly recommend him.”
— Client review, LinkedIn
“After speaking to one of his existing clients, I decided to go ahead. My accounts have performed well — up by about 7% so far this year — and I am satisfied with the advice given.”
— Client review, LinkedIn
“Adam has developed a thorough understanding of the financial markets which helps clients to invest wisely. His expertise grows year by year.”
— Client review, LinkedIn
Recommended by clients including
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From the discussion
This article has sparked 500+ conversations with readers around the world — a few of their reactions:
“Great article Adam! I’d like to know more about the options for those who don’t have big minimums.”
— Reuben Edmund
“Your portfolio construction is impressive. I’d love to know more.”
— Abhimanyu Sharma
“This was a very interesting read. I’d love to get more information about the services you provide.”
— Oluwadamilola
“I appreciate your work and the information you give free to us. I’d like to learn to invest too.”
— Driton
“Your article is quite impressive. I would love to know more.”
— Uche Kalu
“I’m from India and would like to invest in a stable currency. I appreciate your work in this domain.”
— Ritvik Gupta