A question we commonly hear is, “How will MENSA and private banks work together for my benefit?” Our answer is a relationship based on a simple, tried-and-tested, transparent business model, best represented by a triangle:

•  Your Private Wealth Advisor (representing MENSA Investments, the IAM) takes the time to meet with you to understand your goals, aspirations and plans for the future

• Your Private Wealth Advisor helps select the ideal custodian banks for safekeeping of your assets

• As the custodians of your assets, the selected banks provide custody and execution services
  

   

• Your Private Wealth Advisor then carefully charts a roadmap for your assets, mindful of your risk appetite and financial objectives, and handcrafts an investment strategy
• Your Private Wealth Advisor works with custodians to implement the investment strategy, incorporating high-quality products and services on a global level
• You sign a ‘limited power of attorney’ enabling the IAM only to trade on your behalf (without any direct access to your funds)
• With total transparency and flexibility, both MENSA Investments’ and the custodian banks’ online services provide you with access to your accounts 24/7