At other firms, the relationship manager works for the bank first, and the client second. At 3 Degrees, the relationship manager always works for the client first, and the private banks work for the relationship manager.

We have established relationships with many of the world's leading private banks, enabling our clients to benefit from a wide array of financial products and services without the hassle of managing numerous relationships.

Our wealth management process starts first with assessing the needs of our clients. As every client is different, we first lead you through the process of selecting the appropriate custody bank(s) and we assist you through the account opening process. The client is always the beneficial owner of the account.

We follow a discretionary model where the client gives 3 Degrees a Limited Power of Administration to manage the account. 3 Degrees can only give investment instructions to the bank and is not allowed, under any circumstances, to effect any deposits or withdrawals. The client can revoke the Limited Power of Administration at anytime.

The client will also sign a Portfolio Management Agreement with 3 Degrees, which clearly defines the investment strategy. This agreement can be modified or revoked at anytime.

3 Degrees implements the defined investment strategy, communicating with the client as often as requested by the client. Each client will be assigned a relationship manager, in addition to having access to the full resources and products of the firm.