The Elgin range of wealth management services delivers a multi-solution approach designed to cater for most investors’ needs. Each is designed with a certain profile in mind; from savings accounts & managed portfolios to bespoke & advisory for the established investor. Management is conducted according to a pre-agreed risk profile when it comes to making investment decisions or suggestions.
An Elgin Investor Questionnaire should be completed for every case to establish the investor’s risk profile prior to investing.
Capital Builder
Regular savings account providing access to risk-rated ETF portfolios managed by specialist managers within pre-determined parameters set by the Elgin Investment Committee.
- Available via Interactive Brokers only
- Minimum initial investment of 5,000 $/€/£ with regular contributions from 500 $/€/£ per month
- Strategies are managed and re-balanced quarterly to maintain the asset allocations
- New monies received will be allocated quarterly
Capital Management Lite
The same range of ETF portfolios as ‘Capital Builder’ from 25K $/€/£ suitable for investors who wish to choose from a range of managed portfolios with a single premium with ad-hoc additional investments.
- Available via Interactive Brokers only
- Minimum initial investment of 25,000 $/€/£ with optional ad-hoc contributions of 5,000 $/€/£
- Strategies are managed and re-balanced regularly to maintain the asset allocations
- New monies received will be allocated upon receipt
Capital Management
Bespoke portfolios, micro-managed by a specialist manager according to an agreed risk-profile within pre-determined parameters set by the Elgin Investment Committee.
- Available via Interactive Brokers, life companies and private banks
- Minimum initial investment of 100,000 $/€/£
- Strategies managed and re-balanced whenever necessary to maintain the asset allocations
- New monies received will be allocated upon receipt
Direct access to portfolio managers for queries regarding rationale and investment decisions. May include individual shares or bonds and a degree of input from the client to take in to consideration preferences and potential restrictions.
Thematic and Unit-linked Portfolios
Available on request
