Capital Management
Actively Managed Certificates
The most popular FP Wealth Solutions investment strategies are also implemented as Actively Managed Certificates:
- Credit Suisse International certificate for a managed portfolio of high-yield bonds;
- UBS certificate for a managed portfolio of dividend stocks.
Benefits of Actively Managed Certificates:
- Reduced entry threshold, with a minimum amount of 100-150 thousand US dollars;
- The certificate provides access to strategies from any bank or brokerage company without the need to open new accounts or make bank transfers, etc.;
- Actively Managed Certificates are recorded in Euroclear and can be stored on any depositary account of most banks and brokerage companies;
- Easy KYC procedure – effortlessness investing;
- Transactions are performed “inside” the certificate without causing tax consequences before the sale of the certificate.