Partners Capital offers investment advice on asset allocation and recommends investment products. They advise clients and manage privately offered funds, allocating assets to third-party professional fund managers. Partners Capital aims to provide customized investment advice, diversifying portfolios across various asset classes. Mandates range from full discretion to purely advisory, driven by each client’s specific circumstances.
Assets Under Management$41B
Clients840
Advisors1
Avg. per Client$49M
Avg. per Advisor$41B
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Partners Capital charges an annual management fee that can range up to 1% of your portfolio, paid quarterly. Clients may also be charged performance-based fees. A fixed annual fee may also apply in some cases. An administrative fee of 0.02% of the notional amount may be charged on foreign exchange hedges.
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