Arbion Limited

Fee-Only (% of Portfolio)

Arbion Limited offers discretionary and non-discretionary investment management services to high-net-worth individuals, corporations, and trusts. Arbion manages global multi-asset portfolios, focusing on strategic asset allocation and efficient implementation through direct investments, funds, and derivatives. Arbion aims to deliver risk-adjusted returns while preserving capital. They are not affiliated with any provider, custodian or asset manager and as such are only incentivised to employ products which are most suitable for our clients.

Assets Under Management$1.9B
Clients122
AdvisorsN/A
Avg. per Client$16M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.80%
$25.0M - $50.0M0.60%
$50M+0.50%

A minimum of $5 million of assets under management is generally required for this service. For Hedge Fund portfolio’s, Arbion may also charge a performance fee on any annual outperformance of the portfolio on a high watermark basis. Fees may be negotiable.

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Arbion Limited | TrueAdvisor