An advisor for what comes next.
A personal relationship that connects what you've built with what you want to make possible.
Investment advice with a global perspective, designed around your life and your projects.
Your advisor, at the forefront. A solid structure, in support.
A proposition thatevolves with you.
When your family, your work or your projects cross borders, your advisor starts from your specific situation to support today's decisions and the needs that come up along the way.
Wealth, thought through as a whole.
Investments and liquidity, with a view that brings together your local and international needs.
More possibilitiesfor your wealth.
Global perspective. Judgment to decide.
Wakeful strategies built with funds from a range of global managers, under an open-architecture approach. Our strategy team's weekly read brings to the conversation with your advisor what happened in the markets, what to watch and how it may affect portfolios.
The expertise each situation needs.
We facilitate contact with independent professionals specialized in legal and tax matters, to address wealth structures and international needs.
Specialized professionals are engaged directly by the client. Wakeful does not provide legal or tax advice and does not receive compensation for these referrals.
Assets are held at each account's custodian. Availability depends on the program and the jurisdiction.
Your investments.A simple experience.
From opening your account to keeping track of it, with web and app access.
Start digitally
Digital account opening and documentation to begin your relationship with Wakeful.
Your accounts, in one place
View your accounts in a single app. In the event of any discrepancy, the custodian's official account statement prevails.
If you are already a client and don't have access yet, ask your advisor.
Follow-up with context
Follow how your investments evolve and decide the next steps together with your advisor.
Frequent questions
Before you sign up, you know who your advisor is and which entity provides the service. If you choose discretionary management, decisions are made within the guidelines you agreed to; if you choose non-discretionary management, every transaction requires your approval.
With the custodian named in your account documentation. You can check the information on the website or the app against the custodian's official account statements.
That does not change the ownership of your account. Whether your assets stay with the same custodian or are transferred depends on the account type, the assets and each entity's conditions.
SIPC protection belongs to the SIPC member broker-dealer that custodies your account (not to Wakeful, which is an investment adviser). It covers shortfalls of securities and cash in a liquidation, up to USD 500,000 per client and per capacity (including USD 250,000 in cash). It does not cover market losses, and not all types of assets are covered.
Before you contract, you receive documentation setting out the participating entities, fees, responsibilities and potential conflicts of interest, including the firm's brochure (Form ADV Part 2A).
