Jubilee Wealth Management Funds are designed exclusively for our most discerning elite High net-worth clients. The funds offer personalized investment strategies tailored to clients’ unique financial goals, risk appetite, and sophisticated wealth management needs.
In consultation with the client, our investment team will formulate a unique strategy that is aligned with the client’s objective.
This strategy is captured through an Investment Policy Statement with a target Model Portfolio. This Account is particularly suitable for:
- High Net Worth Individuals (HNWIs)
- Trusts and Charities seeking professional managed investments to meet long-term goals
- Institutional Investors such as pension funds, endowments, insurance companies, and foundations with intricate portfolio management needs.