Private Wealth
for Established Investors
An exclusive wealth partnership for established investors. Bespoke strategies with performance-fee alignment. We only earn when your portfolio exceeds its High Water Mark.
USD 250K+
Portfolio Minimum
5%
Performance Fee
Private Wealth
A more personal approach to your wealth.
A dedicated senior adviser, a strategy shaped around your circumstances, and a fee structure linked to performance under agreed terms.
Your dedicated senior adviser
A consistent point of contact who understands your priorities and the decisions behind your wealth.
A plan shaped around you
Your goals, existing holdings, cash needs and cross-border circumstances inform the strategy.
Diversification with purpose
An investment mix across markets and asset classes, guided by your objectives and risk tolerance.
Performance-linked fees
A fee arrangement linked to portfolio performance, with the calculation and conditions clearly agreed upfront.
Planning for the next generation
Consider how your wealth will pass on, including wills and trusts where appropriate, coordinated with qualified legal and tax specialists.
Getting started
Your path to Private
A conversation first. A plan built around you.
Tell us what matters
Share your goals, existing holdings and priorities.
Meet your senior adviser
Discuss your circumstances and whether Private is the right fit.
Agree the way forward
Confirm the scope, fees and personalised plan before onboarding.
Ongoing support follows your agreed service terms.
Trust & Transparency
Confidence starts with clarity.
Clear oversight. Defined protection. Transparent information.
Account security
Robust safeguards with trusted custodians.
Clear reporting
Accessible, accurate and timely information.
Protection and service scope depend on the entity, custodian and account.
Ready to Join Private?
Unlocks automatically when your portfolio reaches USD 250,000. Start investing and a senior advisor will reach out within 48 hours.
Portfolio Minimum: USD 250,000
Setup
Private charges 5% above High Water Mark
Year-by-Year Breakdown
Swipe left to see more columns
| Year | Start | Return | End | Profit | Eligible | Fees | HWM |
|---|---|---|---|---|---|---|---|
| Y1 | $1.00M | +12.0% | $1.12M | +$120K | $120K | $6K | $1.12M |
| Y2 | $1.11M | -8.0% | $1.02M | $-89,120 | - | - | $1.12M |
| Y3 | $1.02M | +16.0% | $1.19M | +$164K | $68.9K | $3.4K | $1.19M |
| Y4 | $1.19M | +6.0% | $1.26M | +$71.1K | $67.7K | $3.4K | $1.26M |
| Y5 | $1.25M | +20.0% | $1.50M | +$250.6K | $247.2K | $12.4K | $1.50M |
Final Portfolio
$1.49M
Total Profit
$516.6K
Total Fees
$25.2K
How High Water Mark Protection Works
The high water mark is the highest portfolio value ever reached. You only pay fees on NEW profits above this peak, never paying twice on the same gains.
When You Pay
Only when portfolio exceeds previous peak
Protection
No fees during downturns or recovery periods
Why This Matters
Traditional percentage fees are charged regardless of performance. With Private's model, you only pay when your wealth truly increases beyond previous peaks, aligning our success with yours.
Performance Fee Only
5%
only above your High Water Mark
You pay only when returns exceed previous highs. No fixed fees.
Questions? WhatsApp us at +971 553245424 or email info@rudowealth.com