XGLOBAL Group Regulated Entities:

PORTFOLIO MANAGEMENT

XGLOBAL’s portfolio management service is for well-informed investors that would like to have their funds managed. This provides the potential for investors to receive a relatively high yield on their invested capital provided they are willing to tolerate some risk.

Allocate your capital to proven investment strategies

Place funds under management with XGLOBAL and leave the investment decisions down to us. Have your funds allocated to proven investment strategies that are personally managed by portfolio managers you can reach. Clients can expect to see relatively high yields on their investments when compared to deposit type products, which is subject to putting some capital at risk.

  • Strategies primarily based on baskets of global shares

  • Balanced, growth and aggressive strategies available

  • Anticipated yield and level of risk is defined up front

  • Full contractual agreement with specifics

  • Dedicated account manager always on call

  • Face to face meetings available in London, Oslo, Limassol, Beirut and Dubai

  • High-water mark level applies to performance fees

  • Access your real time financial position through our platform

Fee structure

Our fee structure is based on a performance and management basis. The high-water mark level principle applies to the performance fee, which means we only charge performance fees based on your equity breaching previous highs. Therefore, we have a strong incentive to produce consistent profits for our clients over the long-term.

Due to the collective volume of all our transactions, we are able to access wholesale trade costs and conditions for managed clients. All trades executed on the XGLOBAL platform by our managers are transmitted to and maintained with top-tier financial institutions.

Request an initial consultation

Following a thorough consultation with one of our advisers clients’ will be offered investment options that are in alignment with their appetite and ability to tolerate risk. Based on XGLOBAL’s suitability assessment clients’ will be offered a selection of conservative, balanced or aggressive investment strategies to choose from.

Interested to open an investment account and have us put your money to work, or just curious and want to find out how it works? Please send an email to sales@xglobalmarkets.com or call us on +357 25262002 and we will put you in touch with one of our advisers.