WE ARE EXPERTS OF

Independent Asset Management & Family Office Services

WE ARE EXPERTS OF

Independent Asset Management & Family Office Services

A Holistic Wealth Management Solution

Patronus Wealth provides a holistic wealth management solution to Family Offices with centralization of wealth management functions. We are able to provide access to multiple custodians within our structure and directly on a client/bank level.

We are able to work in conjunction with the CIO and Investment team of the family office to optimize existing portfolios and create bespoke strategies.

TRUSTED & REGULATED

Independent Asset Manager (IAM) Platform

Patronus Wealth works with regulated independent asset managers in Europe, MENA and Asia.

  • IAM’s can book their clients in a jurisdiction of their choice, choosing from Dubai, Mauritius or Canada for their individual clients and are on-boarded directly with Patronus Wealth.
  • Client information remains with the firm and is not shared with third party custodians. As a result, IAM’s are reassured that their clients remain advised by them and that their valuable relationships are respected.
  • Patronus Wealth is able to provide access to more than 60 global markets including equity and bond trading and 2.5 Million financial products, more than 8,000 funds; active, ETF’s and bespoke structured products, private equity and hedge fund access.
  • IAM’s are able to benefit from consolidated revenue and AUM reporting to track their profitability and performance.
  • IAM’s can view multiple portfolios or single client portfolios online.

SIMPLIFIED & TRANSPARENT

Reporting Options to Monitor Your Wealth on Every Stage

We provide consolidated reporting, which allows our clients to simplify their wealth monitoring by:

  • Closely keeping track of all investment and cash holdings.
  • Clearly identify risk and concentration exposure to respect the strategic model.

SIMPLIFIED & TRANSPARENT

Reporting Options to Monitor Your Wealth on Every Stage

We provide consolidated reporting, which allows our clients to simplify their wealth monitoring by:

  • Closely keeping track of all investment and cash holdings.
  • Clearly identify risk and concentration exposure to respect the strategic model.

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