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Institutional Wealth Management for a Digital Era

We combine traditional multi-asset discipline with tokenisation and Web3 integration to preserve and grow wealth—within a rigorous, compliance-first framework.

This page provides general information and is not investment advice.

Morgan I.F Wealth Management

Diversified & Research-Driven

Portfolio construction across equities, fixed income, alternatives, and selectively integrated tokenised exposures.

Institutional Controls

Governance, risk budgeting, and scenario analysis aligned with institutional standards.

Compliance at the Core

KYC/AML, custody and operational resilience embedded across the mandate.

Who We Serve

  • Institutions & Family Offices — mandate-based wealth solutions, investment policy setup, reporting and oversight.
  • Entrepreneurs & HNW Clients — long-term wealth preservation with measured exposure to digital and tokenised assets.
  • Cross-Border Clients — jurisdiction-aware structures and multi-location coordination (UK / US / MENA).
Who We Serve

Core Services

Portfolio Management

Strategic/ tactical allocation, manager selection, rebalancing, and liquidity planning.

Risk & Treasury

Risk budgeting, drawdown controls, stress-testing, and cash / treasury ladders.

Tokenised & Digital Integration

Frameworks for tokenised RWAs and selected digital assets, with custody and disclosure controls.

Learn more

Estate & Wealth Structuring

Coordination with legal/tax advisors, intergenerational planning, philanthropy mandates.

Our Process

1

Discovery & Objectives

Understand goals, constraints, risk appetite, timelines, and jurisdictions.

2

Policy & Design

Draft investment policy; strategic allocation; role for tokenised instruments (if appropriate).

3

Implementation & Custody

Execute via approved venues and institutional-grade custody with clear reporting lines.

4

Oversight & Rebalancing

Ongoing monitoring, compliance checks, performance and risk reviews, governance meetings.

Portfolio Construction Framework

  • Core: Public markets (equities, bonds) & high-quality alternatives
  • Satellites: Opportunistic / thematic ideas (including tokenisation when suitable)
  • Guardrails: Risk bands, liquidity tiers, custody requirements, jurisdictional rules

Tokenised and digital exposures are considered only where appropriate and compliant for the client’s profile.

Framework Infographic

Reporting & Transparency

  • Consolidated reporting (performance, risk, liquidity tiers)
  • Cost & fee transparency (where applicable)
  • ESG/impact tags (if mandated)
  • Governance records for reviews and approvals
Reporting Preview

Safeguards & Compliance

  • FCA Status (UK) — preparing for authorisation; activities conducted within applicable permissions.
  • KYC/AML — identity verification, sanctions screening, ongoing monitoring.
  • Custody & Operational Resilience — vetted providers, segregation, and continuity planning.
  • Disclosures & Suitability — clear communication of risks, liquidity, and volatility.

Global Reach

We collaborate across time zones and regulatory environments to deliver consistent, institution-grade outcomes.

  • London (HQ)
  • New York
  • Dubai
Global Map

Ready to redefine your wealth strategy?

Speak with our advisors to tailor a mandate aligned with your objectives.

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