External Asset Management

Your assets stay in your own bank account.

Managed in your name,
not handed over.

You, Preferred and your chosen international private bank sign a tripartite agreement under which we manage the portfolio in your name. The assets remain in your own bank account — we hold management rights, not the right to dispose.

Not being bound to any single bank's products or policies is the root value of independent asset management.

The tripartite agreement

The bank provides the account, custody and trading platform; Preferred takes the investment decisions and risk control; you retain ownership and the final say. Three roles, clearly divided.

HOW IT WORKS

Three roles, three responsibilities.

You — the client

Retain ownership

You open the account at the private bank and grant Preferred management authority by mandate. We cannot dispose of or transfer any of your assets.

Preferred — asset manager

Investment decisions

We select instruments and execute strategy according to your circumstances, market conditions and your agreed plan.

The private bank

Platform and custody

Provides the integrated platform, asset account and custody services that support execution.

Assets spread across platforms,
managed in one place.

Several banks, several accounts, several reports — we consolidate them into one portfolio report so you can see the whole picture.