From everyday investing to exclusive opportunities, everything you need is brought together in one unified platform — designed around you.
See how we build it around youEvery portfolio is built on two parts — a stable core and a growth-focused satellite. Together, they give you clarity, balance, and control.
A structured approach, built around your goals — with a core for stability and a satellite for growth.
Everything working together, exactly as it should.
The core is the stable foundation of your portfolio — diversified equities and bonds designed to compound quietly through every market cycle. The satellite is where we express conviction: private markets, thematic portfolios, and selective opportunities sized to add growth without destabilising the core.
You can open a Vault investment account from $50,000. Access to private markets and certain thematic strategies starts at higher thresholds, which your advisor will walk you through.
Yes. You can tilt towards themes you believe in, exclude sectors you'd rather avoid, or transfer existing positions into your Vault account. Your advisor will show you the implications before anything moves.
Every allocation is driven by your plan — your goals, time horizon, and risk profile. We combine low-cost index exposure for the core with carefully vetted active and private strategies for the satellite.
Your portfolio is monitored daily and rebalanced whenever allocations drift meaningfully from target, or when your plan changes. There's no fixed schedule — we rebalance when it matters, not on the calendar.
Liquid positions in the core are typically available within 2–3 business days. Private market allocations carry longer lock-ups, which your advisor will flag clearly before you commit.