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1
What best describes your investor type?
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Family Office
Institution
Individual
Endowment
Other
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2
What problem can we best help you with?
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Traditional model of investment advice does not suit me
I/we are looking for active portfolio management
Wish to diversify investment globally
Require holistic solution for investment portfolio
I am not sure/other
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3
What matters most to you when it comes to investing?
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(Can select more than one)
My investments gaining or losing value
Alignment of interests
Fees, expenses and taxes
Diversification
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4
How much experience do you have investing in public markets?
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Little to none
Moderate level of experience (1-5 years)
Experienced (5+ years)
Professional
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5
What is your preferred investment ticket size?
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US$300k or under
US$300k-1.0m
US$1.0m and/or above
Prefer not to disclose
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6
Contact information
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Please fill out your name and preferred method of contact below
Name
Email
Phone
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