for Family Office


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Series Portfolio Repack

Definition

Repack an investment strategy or portfolio traded in a custody account


Clients

Portfolio Managers, RIAs and Family Offices

Advantages

Repack an investment strategy: Launch a product specific to an investor or market need at any AUM entry level and start building track record

Create efficiencies: Reach operational and cost benefits by managing accounts and strategies in a centralized manner and through a complete turnkey solution

Timing and price: Create investment strategies at a fraction of the time and cost allowing the launch and growth of multiple products

Portfolio Repack Diagram How it Works

Quick case study

How to increase AUM, revenue and efficiency?

Current
situation

Investors have separate managed accounts

Desired
situation

Repack investment strategies and dedicate your time to new investors and managing products. Grow your business increasing investor base and track record

Current situation

INVESTOR

PORTFOLIO

PORTFOLIO

PORTFOLIO

US BANK

SWISS BANK

LOCAL BANK

Investor has investments in multiple accounts

Desired situation

INVESTOR

PORTFOLIO

REPACK PROGRAM

US BANK

SWISS BANK

LOCAL BANK

Broker or Advisor repacks an investment strategy that the investor can buy in multiple accounts. All the AUM from the Investors’ accounts is aggregated into the Broker’s custody, managed by the Broker or Advisor

Fees of the aggregate AUM obtained from the notes purchased at all other banks are kept by the manager or broker

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