With a minimum starting investment of US$ 50,000, CONNECT lets you define and select your financial goals so you can make investment decisions which are suitable for you. With target returns of up to +10.3% per year, each customised investment choice is diversified to minimise risk and to help you achieve your goals safely.
We bring together world-class, independent investment research from Morningstar and our own in-house advisers to help you create the investment portfolio that's right for you and your financial goals. Our investment advisers are also here to help you online, on the phone, or in person.
Because we know the impact high fees can have on investment returns, we have developed the most transparent and efficient way for you to invest in the global markets. This means you get better diversification and greater flexibility in your portfolio and our low fees mean your returns grow faster.
Our clients expect results. We can’t claim to predict the performance of the markets, but we do know that for a given level of return, our aim is to reduce volatility and enhance performance through global diversification across multiple asset classes. Our commitment to fee transparency and product efficiency also ensures we maximise your returns.
Each financial goal you set will be matched to a diversified, actively managed portfolio, which has been tailored to suit your chosen risk and return profile. You can also review or add to your investments at any time.
CONNECT offers you a streamlined, automated and smarter way to invest. Technology is nothing however, without the people behind it. If you need help at any time, our investment advisers are only a call, chat or email away
CONNECT automates many of the tasks you would traditionally need to do yourself to manage your investments. Once invested, we will re-balance and monitor the progress of your portfolio and send you updates to review at your convenience.
CONNECT does not hold client assets. Your assets will be custodied with BNY Mellon's Pershing LLC, one of the world's largest custodians. We also protect the privacy of your information and will never share your data with any third party without your permission.
CONNECT portfolios are designed to achieve optimal returns at every level of risk. We do this by combining our in-house investment expertise with best-in-class providers - so you can invest in an intuitive, smart and convenient way.
Through diversification, regular rebalancing, efficient investing and lower fees, the CONNECT approach to investing can help you generate higher returns than our competitors.
As investors ourselves, we have built CONNECT so it works for you:
CONNECT is part of the Crossbridge Capital Group, an established independent wealth management firm with more than US$ 3 billion of client assets and offices in London, Singapore, Monaco and Malta. Our experience enables us to team up with world-class providers to bring CONNECT to you, to help you achieve your financial goals.
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