Wealth Management — Tailored strategies built for you
At Monolith Private Wealth, we believe true wealth management begins with understanding each client’s unique objectives and responsibilities. Our approach is deliberately personal — we take the time to listen, model, and build innovative investment solutions that reflect your ambitions, risk appetite, and long-term vision.
We manage portfolios under two distinct frameworks:
Discretionary Management
where we act on your behalf to make timely investment decisions, guided by an agreed strategy, risk profile and ongoing rebalancing.
Advisory Services
Our clients trust us because we deliver consistently, communicate transparently, and invest alongside them — building enduring partnerships over time. Our focus extends beyond short-term market moves. We evaluate when to take risk and when to preserve capital. We aim to create value beyond the product — coordinating structure and asset protection so that each decision compounds to long-term advantage.
Tailor‑made, customised portfolios for each client.
Comprehensive risk management.
Brokerage Services — Access, Execution, Custody
We offer a full suite of solutions including:
Custody Solutions:
Secure custody arrangements with recognised institutions in reputable financial centres. Clients benefit from segregated accounts, valuation reporting, and clear reporting standards that meet international best practices.
Tier‑one custodians, segregated accounts, transparent fees, and robust account opening support.
Execution-Only Accounts:
For investors who prefer to manage their own portfolios, we facilitate direct execution across multiple asset classes — equities, bonds, funds, ETFs, and structured products. Orders are processed with speed, accuracy, and price transparency.
Foreign Exchange Services:
While we remain product-agnostic, our expertise extends to navigating new asset classes and cross-border settlement environments