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.