• Linkedin
Give us a call: +41 41 760 54 42
Elgin Group LLC
  • Home
  • About
    • Elgin Management Committee
    • What we do
    • What we are
    • How we work
    • Elgin Associates
    • About Elgin
    • Download our brochure
  • Client Services
    • Services Summary
    • Capital Builder
    • Capital Management Lite
    • Capital Management
    • Advisory Plus
    • Theme Portfolios
    • Elgin Platform
    • Unit-linked Management Service
  • Tools
    • Calculators
    • Proposal Request
    • Profiler Pro
    • ZEUS
  • Publications
    • M – Monthly Investment Commentary
  • Contact
  • Privacy Policy
  • Search
  • Menu

Our services at a glance

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

FIND AN ASSOCIATE NEAR YOU

Simply complete the confidential enquiry form below and we will arrange for an Elgin Associate to contact you.

Or call us directly on
+41 41 760 54 42.

To help us to present your enquiry to the most qualified and suitable consultant for your circumstances, please supply a brief summary of the information or assistance that you're seeking.
Time limit is exhausted. Please reload CAPTCHA.
Sending

Tools

  • ZEUS
  • Analyse my portfolio
  • Proposal Request

Services

  • Services summary
  • Advisory Plus
  • Capital Management
  • Capital Management Lite
  • Capital Builder
  • Theme Portfolios
  • Elgin Platform
© Copyright - Elgin Group LLC DMCA.com Protection Status - Enfold WordPress Theme by Kriesi
  • Linkedin
Scroll to top