Overview

Besides subscription to its mutual funds, XOAsset Management offers to institutional customers or high net worth individuals the possibility to benefit from its investment strategies through a managed account.

A managed account allows our customers to delegate the management of a portion of their portfolio to us while keeping the benefits from existing relations with their broker or bank, integration within their existing risk management model and full custody of the assets.

Bespoke solution can be offered including but not limited to automatic foreign exchange risk hedging, leverage, strategy customization, white labeling, etc.

Important Disclaimer: Managed account service is not currently available for U.S. citizens or U.S. residents.