At Eightstone, we focus on growing wealth responsibly, giving our clients the comfort to dedicate more time to the things that matter most to them.
Whether you are looking for a diversified strategy or a focused portfolio, we have a solution. Our discretionary managed accounts provide a wide range of mandates covering every asset classes including alternative strategies and private equity. A managed account gives the investor direct ownership of securities (e.g. stocks and bonds) as the assets are held in their personal account, with the potential to customize elements of the investment strategy. We have an open architecture so our clients can opt to open their account with local or global tier-1 custodian banks.
Following a consultative review of the client’s objectives, risk tolerance, time horizon and liquidity preferences a suitable investment strategy is identified. Our investment team will then construct and actively manage the portfolio and will adapt the asset allocation dynamically according to market conditions.