Clients direct all investments on their portfolio and the firm will execute those transactions on a best-execution basis. Clients take on the responsibility for the risk associated with each investment and whether or not such an investment is suitable for their risk/return profile. The firm arranges execution and custody.
Patronus Wealth arranges and provides custody with top Global Custodians in Europe (Switzerland) and North America.
Accounts are opened directly with Patronus Wealth but Client Money and Securities are customized on a segregated basis, with each client having their own IBAN and Securities account under the Patronus Wealth Umbrella. The Client Money Book in Dubai is audited by a top four Audit firm and reported quarterly to the regulator on a no-names basis.
