Seeking Wealth Manager & Private Bank Contacts
Karl Finance is looking for multiple relationships with Wealth Managers and Private Banks (UK, EU, Switzerland, Middle East)
Current Status:
• Fully licensed to market to Professional Investors under FCA authorisation
• ISINs now assigned to all share classes
• Ready to expand distribution to HNWIs and Sophisticated Investors via regulated intermediaries
What We’re Seeking:
Direct relationships with Wealth Managers and Private Banks (UK, EU, Switzerland, Middle East) who can:
• Act as the regulated conduit for HNWI/Sophisticated Investor clients
• Conduct suitability assessments and AML/KYC procedures
• Facilitate subscriptions on behalf of qualifying clients
Fund Structure:
• Multiple share classes (leveraged and non-leveraged) with dedicated ISINs
• Minimum investment $100k
• Monthly liquidity with 2 weeks’ notice
Investors can remain anonymous to the fund whilst investing through their existing wealth management relationships.
If you have connections with relationship managers who facilitate alternative investment allocations for their clients, please share contact details. Full fund documentation available under appropriate confidentiality.
Discover more from Karl Finance | The Amplitude Fund SP | VISOR
Subscribe to get the latest posts sent to your email.