A discretionary multi-asset mandate run by the Trading Gate AG investment committee. Portfolios are constructed around your risk budget, liquidity needs and constraints, then managed continuously with formal quarterly reviews.
An investment policy statement fixes your risk budget, permitted instruments, currency exposure and exclusions before a single trade is placed.
Global equities, sovereign and credit fixed income, commodities, FX overlays and a capped digital-asset sleeve where mandated.
Orders are worked through the same smart order router and TCA framework used by our institutional clients, with slippage reported to you.
Positions are reviewed weekly by the investment committee and formally with you each quarter, with minutes provided.
Professionally managed digital-asset mandates that go beyond buy-and-hold. Allocations are rebalanced against liquidity and volatility regimes, with staking yield captured where it does not compromise custody or redemption terms.
Access to primary-market allocations in US, European and Asian listings, including selected direct listings and de-SPAC transactions. Allocations are distributed pro rata against a published scaling policy, with no preferential treatment.
Allocate capital to vetted trading managers through a percentage allocation management module. Every trade is mirrored proportionally into your sub-account in real time, and you keep custody of your funds throughout.