Families gain access to a curated selection of global financial institutions and custodians, allowing assets to be held efficiently across multiple banks and jurisdictions. We advise on the portfolio; the bank or broker of your choice continues to hold your assets.
A wider range of instruments and strategies than any single institution can offer on its own.
Products chosen on merit, never on shelf space or distribution agreements.
Exclusive private equity opportunities normally reserved for institutional investors.
Exposure spread across custodians and jurisdictions to reduce concentration risk.
Masttro, a secure and automated wealth reporting platform, seamlessly consolidates holdings across financial institutions by connecting directly to the data feed of your custodians in real time.
Direct connection to each custodian, with positions and transactions updated daily.
Listed investments and private assets presented together in a single, real-time picture of your wealth.
A comprehensive view of total wealth that enables better coordination across institutions and more effective long term planning.
Consolidation happens at the reporting layer — your assets remain with their respective custodian.
Transparency is the foundation of our advisory model. Acta does not accept commissions, kickbacks, or retrocessions from financial institutions or product providers.
Automated portfolio monitoring through Bloomberg with immediate price change alerts. Open architecture with unrestricted investment solutions and products. Detailed pricing breakdown and analysis, directly from the data feed. Personalized and customizable reporting and statements.
Dedicated advisory, with no competing obligations. Bespoke structure, ranging from fully discretionary to on demand solutions. Assistance in daily tasks and operations. A single point of access to a broad range of solutions.
We charge a management fee directly to the client, calculated as a small percentage of the financial assets overseen by Acta. By optimizing custody, transaction and product fees and removing operational inefficiencies, we deliver improved costs for our clients inclusive of our management fee.
Prior to onboarding, Acta conducts a comprehensive evaluation of the existing wealth structure. We go beyond custodial analysis to examine each product individually.
We identify hidden fees and inefficiencies, including embedded management fees, markups and markdowns, placement fees and other costs, providing a clear and transparent view of current expenses.
We then propose a more efficient structure: cost-effective products, custody arrangements matched to portfolio turnover, all-in fee schedules where appropriate, and the elimination of underperforming or unnecessarily expensive vehicles.
