Bespoke Products
Matrix is able to offer a range of innovative alternative fund and fund of funds solutions developed in partnership with wealth managers, charities, trusts and institutions.
The Matrix Investment Team has a wealth of experience in alternative investments and can develop bespoke products and fund mandates specific to a client's needs.
We would welcome the opportunity to speak with you about your ideas. For more information please contact us on 020 3206 7222.
Key Points:
Full transparency on fund level
Direct access to the fund manager
Bespoke factsheet and reporting of monthly prices
Bespoke charging structure, including attractive commission
Structure and Taxation:
Open End Structure: Subject to Income Tax and available through SIPP, SSAS, Offshore Bonds, Charities, Trusts and Stand Alone
Closed End Structure: Subject to Capital Gains Tax and available through ISA, UCITS, NURS, Charities, Trusts and Stand Alone