Arbion Limited is a registered investment advisor catering primarily to ultra-high-net-worth individuals, families, and institutional clients. Arbion creates and manages global investment strategies with a strong focus on multi-asset, fixed income, and hedge fund portfolios. The firm designs portfolios using strategic and tactical asset allocation, blending direct investments, funds, and derivatives to meet specific client objectives and tax requirements. Arbion does not hold client assets directly; instead, client funds are held by independent custodian banks while Arbion manages the accounts under a limited power of attorney. The firm emphasizes risk management, capital preservation, and tailored portfolio construction based on each client's risk appetite.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are charged quarterly in arrears. For hedge fund portfolios, a performance fee of generally 7.5% of outperformance over a hurdle rate may apply. Minimum account size of $5 million is generally required but may be negotiable.