Access Wealth | Alternative Offerings

What are Alternative Assets

Alternative assets are financial assets that do not fit into conventional investment categories such as stocks, bonds or cash

Diversification

Alternative assets often have low correlation to public markets, helping to diversify your portfolio and reduce volatility.

Higher Returns

Alternative assets can offer higher returns than traditional markets by leveraging a broader range of instruments and strategies, managed by experts with specialized knowledge and superior deal structuring.

Professional Management

Professional managers, regulated by top global authorities, specialize in alternative assets, using strategies honed through years of experience and focused dedication to manage your capital actively.

Collectibles

Web 3.0

Infrastructure

Hedge Funds

Private Equity

Venture Capital

Real Estate

Private Credit

Infrastructure

Investment Process

We go the extra mile.

Our institutional, multi-step process is designed so that only high-quality opportunities are presented on the platform. This rigorous approach enables us to meticulously vet each potential investment, thereby maximizing the chances of success for our community of co-investors.

Discovery

In the expansive field of alternative assets, our first step is to identify our focus. This deliberate strategy enables us to filter out noise and concentrate on quality opportunities for our investors.

Community Feedback

We consistently engage with our community to understand their portfolio shortfalls and source opportunities that effectively address these gaps.

Thesis-Driven

Our advisors and shareholders bring a wealth of deep financial experience.
We leverage their seasoned insights to develop and thoroughly vet investment products.

Network In-bound

As a trusted partner, members of our community often share exclusive deals with you. If these opportunities pass our due diligence thresholds.

Diligence

Our full-time investment team, with extensive experience across multiple asset classes, meticulously filters through a large pipeline of opportunities to identify the most promising ones, which are then presented to the Investment Advisory Board.

Ravi Savjani

Investment Team

Ravi leverages his experience in private equity, asset management and life insurance to enhance risk management, drive strategic growth and curate differentiated and compliant investment strategies that prioritize investor trust and long-term portfolio success.

Maria Pujos

Investment Team

Maria combines extensive experience from leading investment and private banking institutions, ensuring every investment decision is backed by rigorous research, precise technical evaluation, and comprehensive due diligence for optimal outcomes.

Himag Vaidya

Investment Team

Himag’s experience in venture capital, fundraising, and strategy in high-growth tech companies provides valuable insights in the investment process. Himag strives to ensure the portfolio’s capital is as productive as possible within the portfolio’s objectives.

Investment Advisory Board

Our Investment Advisory Board consists of highly accomplished professionals with 100+ years of cumulative experience in finance and asset management. Collectively, they have managed institutional capital exceeding $10 billion. We strive for a unanimous approval from this board to build conviction in each investment opportunity.

Sascha Pietrek

EFG Bank

Former CEO & Current Board Member

Deutsche Bank

Former Head of Wealth management

Scott Kerson

Gresham Quant Fund

Former CIO ($1.6B+ AUM)

Man Group

Former Partner & Head of Commodities

Mounir Kuzbari

Novus Aviation Capital

Co-Founder & CEO ($2B+ AUM)

SAF One

Co-Founder

Marc Beattie

AHR Group

Co-Founder ($1.5B + AUM)

Llyods and Ned Bank

Former Private Banker

Ravi Savjani

LifeCo Group

Co-Founder and Group CEO

Apax Partners & Three Hills Capital

Former BD & Investment Professional (PE)

Co-Invested by our community

Our shareholders are the final stamp of approval. For any opportunity to appear on our platform, it must not only pass through all previous steps but also secure investment from at least one Access shareholder. This creates a tangible alignment of interest between Access and its community of co-investors.

Exclusively sourced,
rigorously diligenced

Frequently Asked Questions

What types of alternative assets does Access Wealth offer?

We aim to offer investment opportunities across all asset classes. Hedge Funds, Private Equity, Venture Capital, Private Credit, Real Estate and more.

What kind of investment opportunities can I expect to see?

We want our clients to be able to invest like institutions. So we split our offerings into 2 types:

1) Thematic Funds: Portfolios of funds managed by regulated fund managers around the world focused on one asset class or a combination of strategies. These portfolios are curated and managed by our investment team, in consultation with an investment advisory board with a combined 100+ years of asset management experience. These portfolios allow our clients to diversify their investments across asset classes at minimums and fee basis which would be unviable to do directly for the same investment size.

2) Direct Deals: Through our community network, we source and conduct due diligence on high quality direct investment opportunities for clients who wish to increase their allocation to a specific area.

What is the minimum investment required for alternative assets?

Investors can start with as little as $100,000 in our alternative offerings, subject to suitability assessment.

Can I combine alternative assets with traditional investments in my portfolio?

Yes, you can use the Access Web Platform to invest in both alternatives and public markets and monitor your overall portfolio in a single dashboard.

What is the investment process for alternative assets at Access Wealth?

We have designed the platform for you to be able to gain insights into each alternative asset offering with relative ease to the bricks and mortar process. You can then proceed to read further detail in the relevant offering documents should this be of interest, so you can make an informed decision on each investment. The subscription and redemption process are designed to be fully digital through the web platform.

How often are alternative asset portfolios reviewed and rebalanced?

Our investment team consistently monitors all Fund investments and, in consultation with the Investment Advisory Board, will make decisions on portfolio adjustments and rebalancing as necessary.

What fees are associated with investing in alternative assets?

Alternative investments typically have a management fees and carry, which vary based on the fund, and sometimes the share class, the customer is invested in. In some cases, Access may charge a fee for direct deals. Please see details of each individual opportunity for further details.

How can I track the performance of my alternative asset investments?

Investors can use the Access Web Platform to review their investment performance and receive fund updates from the Investment Team with each fund performance report. NAV Consulting, the independent administrator for all alternative asset portfolios will also send the client statement reports periodically.

Are there any liquidity constraints with alternative assets?

Lockups and liquidity profiles will vary based on the asset classes and liquidity profiles of the underlying funds.

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