Bespoke Products
Bespoke Products
The Matrix team is pleased to be able to offer clients an alternative range of innovative investment solutions developed in partnership with wealth managers, charities, trusts and institutions. As a team with a wealth of experience in Alternative Investments, we can create and develop bespoke products and fund mandates, specific to your needs. With white labelling capabilities, whether you are seeking income or growth we will be able to create a flexible and competitive investment service to complement your current activity and to meet your fund objectives.
Key Features:
· Bespoke factsheet and reporting of monthly prices
· Full transparency on fund level
· Direct access to the Fund Manager
· Bespoke charging structure including attractive commission
Structure and Taxation:
1. Open End structure subject to Income Tax available through SIPPS, SSAS, Offshore Bonds, Charities and Trusts
2. Closed End structure subject to Capital Gains Tax available through ISAs, UCITs, NURSs and personal investments.
We would welcome the opportunity to speak with you about your ideas. For more information please contact Bespoke Product Sales: 020 3206 7222