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PortfolioHub

What it costs, and what that buys

Three mandates, each reaching further along the same five desks. Third-party costs are passed through at actual and itemised, never absorbed into a headline rate.

  1. Core

    A first diversified portfolio, built and left to compound.

    Not published yet

    a year on assets managed, billed quarterly

    Minimum not published yet

    Reaches 2 of 5 desks

    1. Scalping
    2. Crypto Trading
    3. Crypto Mining
    4. Portfolio Management
    5. Gold Trading

    Reaches 2 of 5 desks: Portfolio Management & Diversification, Gold Trading.

    What the fee covers

    • Written allocation across equity, debt, gold and cash
    • Semi-annual rebalancing, plus a drift-threshold trigger
    • Quarterly written review
    • Annual tax statement for your return

    What it does not

    • Crypto and short-term trading desks
    • Dedicated relationship manager
    Discuss Core

  2. Multi-desk

    A core portfolio with a capped satellite allocation to crypto or short-term trading.

    Not published yet

    a year on assets managed, plus a performance fee above a hurdle

    Minimum not published yet

    Reaches 4 of 5 desks

    1. Scalping
    2. Crypto Trading
    3. Crypto Mining
    4. Portfolio Management
    5. Gold Trading

    Reaches 4 of 5 desks: Scalping & Hedging, Crypto Trading, Portfolio Management & Diversification, Gold Trading.

    What the fee covers

    • Everything in Core
    • Access to the crypto trading and scalping desks, capped by your mandate
    • Monthly performance statement
    • Named relationship manager
    • Gold routed through whichever wrapper suits your horizon

    What it does not

    • Mining capacity allocation
    Discuss Multi-desk

  3. Private

    Larger mandates needing bespoke structuring and reporting.

    Negotiated

    agreed in the mandate before any capital is deployed

    Minimum not published yet

    Reaches 5 of 5 desks

    1. Scalping
    2. Crypto Trading
    3. Crypto Mining
    4. Portfolio Management
    5. Gold Trading

    Reaches 5 of 5 desks: Scalping & Hedging, Crypto Trading, Crypto Mining, Portfolio Management & Diversification, Gold Trading.

    What the fee covers

    • Everything in Multi-desk
    • Bespoke mandate and risk limits
    • Direct access to the desk heads
    • Consolidated reporting across external holdings
    • Mining capacity allocation where suitable

    What it does not

    Nothing this firm offers is held back at this tier. The third-party costs below still apply.

    Discuss Private

None of these is recommended over the others here. Which one fits depends on your horizon and how much loss you could absorb without changing your plans, and that is a conversation rather than a page.

The rest of the cost

A management fee is not the whole of what you pay. These are the questions worth asking any firm, including this one.

What else do you charge?
Management fees are the only fee PortfolioHub charges directly. Brokerage, exchange transaction charges, STT, GST, stamp duty, custody and, for gold, making charges are third-party costs passed through at actual and itemised on your statement. (to be confirmed)
How is the performance fee calculated?
(to be confirmed)
Can I leave?
(to be confirmed)
What happens in a bad year?
Management fees are charged on assets under management, so they fall when your portfolio falls, but they are still charged. You pay for the mandate being run, not for it producing a gain.