The Future of BrokersThe new discretionary fund management generation
Established in London since 2010, and with over 50 employees, Linear Investments is one of the country’s leading prime broker. Linear Investments Limited (‘Linear’) is authorized and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) (FRN 537389).
Linear Investments is a discretionary fund manager. This means that Linear Investments maintains oversight and continually monitors clients’ investments.
As an expert in hedge funds and alternative investments, Linear Investments has created model portfolios including funds from the world’s top managers subject to their rigorous due diligence. Whilst Linear Investments remains the specialist in alternatives strategies, Linear Investments outsources the construction of certain model portfolios to ensure clients have access to experts in other investment styles.
Clients can be comfortable in the knowledge that Linear Investments selects the best partners and its professional and experienced team monitor every stage.
The Swiss Quality and Autonation
The cloud platform is revolutionizing wealth and asset management
InvestGlass offers a turn-key solution to build a “robo-advisor”. Linear Investments’ clients build their on-boarding forms to acquire their prospects’ investment preferences. Answers are stored into a professional grade client relationship management cloud.
Linear Investments’ Committee has oversight of all investment distribution, whether advisory or discretionary, to ensure that all regulatory and operational standards are adhered to in the best interest of investors. Linear Investments can input their models into InvestGlass and rebalance the portfolios; generating a master trade blotter with one click.
After execution and settlement, investors receive access to their “branded investor portal”. The digital solution is modular and offers portfolio information such as appropriateness, performance and news of their underlying investments.