In uncertain times, investors need a trusted place to keep their assets. One of the foundations of the Kestrel solution is the use of a strong third-party custodian. We do not hold your assets – they are held in custody with a third party so you retain the control over the disbursement of funds out of your account.
Before we implement your customised investment plan, the client establishes an account in their name with a world renowned global bank based in Switzerland. Your assets are maintained with a global leader in banking and the world’s largest wealth manager and are main partners of Kestrel Capital for custody and execution services. You may also hold assets at other custodians of your choosing and Kestrel Capital can advise you on those assets as well.