Membership gives you access to a trusted forum that provides HNWIs with the different perspective, actionable insights, thematic investment recommendations and exclusive connections they need to identify and explore new opportunities over time, to grow wealth in a purposeful and rewarding way.
How do I apply?
Exclusivity is an important club benefit, so there are certain requirements you’ll need to meet to become a member. When we receive your membership application, we’ll get in touch for a quick chat about your experience and reasons for wanting to join – to say hello in person and make sure we’re right for each other.
Assuming we’re both happy to proceed, we’ll sort out the paperwork and payment of your membership fee. At this stage, you’ll need to complete a form to confirm that your investment interests satisfy at least 2 of the following 3 criteria:
1. You have carried out transactions, in significant size, on the relevant market at an average frequency of 10 per quarter over the previous 4 quarters.
2. The size of your financial instrument portfolio, defined as including cash deposits AND financial instruments, exceeds EUR 500,000.
3. You work or have worked in the financial sector for at least one year in a professional position, which requires knowledge of the transaction or services envisaged.
Who can apply for membership?
Membership is open to individual investors and industry practitioners of all ages and experiences, because we can all benefit from both the knowledge of seasoned investors and the natural curiosity of the next generation.
What does membership cost?
If you are interested in membership please do get in touch.
Before you decide to join, you’re welcome to request a demo of the membership benefits and also join a club call to get a first-hand feel for that core experience.