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Invitation only

Private managed accounts.

A limited program for eligible clients seeking managed trading through a supported regulated broker.

Applications are reviewed individually. Access is not guaranteed.

Request consideration

Access is reviewed individually.

Eligibility depends on jurisdiction, broker support, account fit and completed agreements. Places are limited.

  1. 01

    Broker-held account

    Your funds stay in your own eligible account with a supported regulated broker.

  2. 02

    Defined authority

    Trading access is limited to the mandate agreed before activation.

  3. 03

    Published reporting

    Review account activity, statements and program records through a secure investor portal.

Trading involves substantial risk and can result in the loss of some or all capital. No objective or past result is a promise of future performance. Fees and broker charges may apply.