Private Wealth
for Established Investors
An exclusive wealth partnership for established investors. Bespoke strategies with performance-fee alignment. We only earn when your portfolio exceeds its High Water Mark.
USD 250K+
Portfolio Minimum
5%
Performance Fee
What Makes Private Different?
Move from guidance to true partnership with modern private wealth management
Performance-Fee Alignment
5% performance fee, only above your High Water Mark. Complete alignment of interests with no fixed fees eating into returns.
Senior Advisory Team
Direct access to our most experienced advisors specializing in NRI wealth management and cross-border compliance.
Simple, Transparent Portfolios
Liquid, listed securities. No complex instruments or hidden strategies, just straightforward investing for long-term wealth.
Monthly Reviews & Priority Access
Proactive monthly portfolio reviews plus priority access whenever you need guidance.
Portfolio Strategy
Comprehensive dual allocation: global diversification plus India opportunities
Global Allocation
Diversified exposure across international equities, bonds, and liquid asset classes for balanced growth and risk management.
India Allocation
Targeted India portfolio advisory to capture opportunities in one of the world's fastest-growing economies.
Your Path to Private
From application to ongoing partnership
Start Your Journey
Share a few details about your wealth profile and goals so we can tailor the experience for you.
Private Discovery Call
A senior advisor schedules a confidential call to discuss your bespoke wealth strategy.
Onboarding & Partnership
Your dedicated team implements your strategy with monthly reviews and white-glove service.
Why Upgrade from Wealth?
Three key upgrades for established investors
Upgrade from a dedicated advisor to our most experienced senior team with deep NRI wealth management expertise
Upgrade from quarterly to proactive monthly portfolio reviews with priority access to your senior advisory team
Upgrade from fixed annual fees to performance-fee alignment. You pay only when returns exceed the cost of doing nothing
Eligibility: Unlocks automatically when your portfolio reaches USD 250,000
Your Trust is Our Foundation
Regulated, secure, and transparent wealth management
FSRA Regulated
Licensed and regulated by the Financial Services Regulatory Authority in Abu Dhabi Global Market
SIPC Protected
Investments protected up to $500,000 by the Securities Investor Protection Corporation
Bank-Level Security
256-bit encryption and multi-factor authentication protect your data and assets
Transparent Reporting
Real-time portfolio access and comprehensive monthly performance statements
Ready to Join Private?
Unlocks automatically when your portfolio reaches USD 250,000. Start investing and a senior advisor will reach out within 48 hours.
Portfolio Minimum: USD 250,000
See Your Performance Fees in Action
High water mark protection means you only pay fees on NEW profits
Final Value
$372,857
Total Profit
$129,154
Total Fees
$6,297
| Year | Return | End Value | Eligible Profit | Fees |
|---|---|---|---|---|
| Year 1 | +12.00% | $280,000 | $30,000 | $1,500 |
| Year 2 | -8.00% | $256,220 | - | - |
| Year 3 | +16.00% | $297,215 | $17,215 | $861 |
| Year 4 | +6.00% | $314,136 | $16,921 | $846 |
| Year 5 | +20.00% | $375,948 | $61,812 | $3,091 |
Performance Fee Only
5%
only above your High Water Mark
You pay only when returns exceed previous highs. No fixed fees.
Questions? WhatsApp us at +971 553245424 or email info@rudowealth.com