Wallwood Consultants’ in house investment programmes are operated under a unique fee structure designed to promote full transparency in the management of our client’s investments. We are committed to offering an open and trustworthy service where our fees are in proportion to our performance.
The fee structure applied to our in-house investment programmes has been purposely designed to remove this conflict of interest in its entirety. The fees associated with our investment programmes are as follows:
Our Foreign Exchange programme is subject to a performance fee that will be no higher than 30% of profits in excess of the high watermark level.
The Global Macroeconomic Long/Short programme is subject to a 2% management fee that is subject to a 2% hurdle rate* and a 20% performance fee that is applied to profits in excess of the high watermark level.
The key difference between Wallwood’s in house investment programmes and many other solutions is that the management fee is subject to a 2% hurdle rate, meaning the management fee will only be charged when a client’s investment has risen in value by 2% or more. If the account fails to exceed the 2% hurdle rate, no fees will be charged.
As a result, Wallwood is only remunerated when positive performance is delivered, meaning our full focus is on delivering the best performance possible to our clients. We believe that our clients should only pay us a fee when we have successfully provided them with a beneficial/profitable service. Our sole incentive is to make our clients’ money and we have re-enforced this by structuring our fees in this way. Our clients pay us with money that we have made them.
*A hurdle rate refers to a rate of return that must be exceeded before a fee can be applied.
THE RISK OF LOSS IN TRADING IN DERIVATIVES INSTRUMENTS CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CONSIDER CAREFULLY WHETHER SUCH TRADING IS SUITABLE FOR YOU IN THE LIGHT OF YOUR FINANCIAL CONDITION.
IN CONSIDERING WHETHER TO TRADE USING THIRD PARTY SIGNALS YOU SHOULD BE AWARE OF THE FOLLOWING: IF YOU PURCHASE OR SELL DERIVATIVE INSTRUMENTS OR ENGAGE IN TRADING OF SUCH INSTRUMENTS YOU MAY SUSTAIN TOTAL LOSS OF THE INITIAL FUNDS AND ANY ADDITIONAL FUNDS THAT YOU DEPOSIT WITH YOUR BROKER TO ESTABLISH OR MAINTAIN YOUR POSITION.
Queries? Send us a message...
Alternatively, you can call us: +44 (0)207 186 0899