For Individuals

Our internal advisors and independent wealth management consultants understand that no two wealth journeys are alike. Moreover, those journeys change as your asset holdings grow and you experience new stresses as you ascend toward greater wealth. Regardless of where you are in your journey, our team will help you to address your most pressing needs and will work to develop a plan that establishes a more meaningful future for you and your family.

Our private wealth management services encompass:

• Family wealth planning, including inter-generational transfers of wealth and assistance with stewardship of family assets
• Development of strategies to grow personal wealth, from defining financial goals and identifying assets and income requirements to formulating approaches to capital purchase based on risk tolerance and timing
• Assistance with the implementation of complex wealth management solutions
• Advising on appropriate blends of assets, including debt instruments, equities, alternative investments, commodities, real estate, and private equity

Personal investment solutions often revolve around achieving the right level of diversification that balances an investor’s need for growth and income with his or her tolerance for risk. Our independent advisors combine best-in-class research technology, artificial intelligence, and hands-on analysis to develop portfolio recommendations that blend stocks, bonds, mutual funds and exchange-traded funds, and alternative investments to meet and exceed an investor’s specific objectives.

Our independent consultants specifically offer investment solutions related to:

• Analysis of alternative investments, such as managed futures, hedge funds, private equity, commercial real estate and real estate investment trusts, commodities, and sovereign wealth funds
• Asset management service accounts across fee-based platforms that give investors the degree of participation they desire for the selection of assets that meet their strategies and risk profiles
• Equity research is premised on advice from experts around the world who have direct knowledge of specific industry sectors and key leaders in those sectors
• Options strategies that can be implemented as protective measures or direct speculative investments

Medici Global Capital is a direct lender and funding source for secured debt facilities. In particular, we have fine-tuned a non-recourse collateralized stock loan program that offers individual investors a novel method to draw liquidity out of their securities assets without forfeiting the full legal and equitable title to those assets.

Key features of our nonrecourse collateralized stock loans include:

• Medici is able to directly fund loans in amounts up to US$100 million without participation or syndication from other lenders
• Most approved loan applications are closed and loans are funded within 21 days of the applicant’s submission of a loan request and application
• Loans are for a fixed term of five years, with monthly interest payments due during the loan term and a single balloon payment of the principal balance at the end of the loan
• Medici funds loans in amounts between 25% and 75% of the 30-day moving average value of the collateral immediately prior to funding, with the final loan amount being a function of the trading velocity and perceived liquidity of the collateral securities
• If the market value of the collateral falls below the principal balance of the loan, the investor can simply walk away with no further obligations and no effect on the investor’s creditworthiness because the loan is nonrecourse in nature and Medici’s sole remedy is to assume full ownership of the legal and equitable title to the collateral securities.

Medici Global Capital’s independent investment consultants offer a range of trading advisory opportunities, from full discretionary accounts to non-discretionary relationships. Investors who utilize their services can determine their levels of participation in asset trading decisions with full assurances that their interests are paramount and that no trades will be incentivized by any purpose other than maintaining and increasing the client’s wealth position. Those investors can also revise the status of their accounts and the advisor’s authority at any time.

Accounts managed by Medici’s advisory consultants fall into one of several categories:

• Full discretionary status, where the investor grants full authority to an advisor to make all investment decisions with no restrictions (investors who are actively involved with the day-to-day management of their businesses often elect a full discretionary relationship to minimize the attention they need to devote to their investments)
• Limited restrictive status, where the investor establishes ground rules that an advisor will follow (g. avoiding certain asset classes, etc.) but that otherwise give the advisor the freedom to make decisions without significant restrictions
• Intermediate trading authority, which authorizes an advisor to invest within different asset classes and to maintain defined ratios of those classes within a portfolio
• Strict restrictive status, which is a collaborative relationship that obligates the advisor to limit trading and asset selection to a limited group of assets
• Full non-discretionary status, where the investor makes all trading decisions and the advisor has no independent authority to execute trades on the investor’s behalf.