YOUR PRIVATE CLIENT OFFICE

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Execution-Only Services

Direct Market Access. Full Control. Competitive Pricing.

For clients who prefer to manage their own investments, Coleman Wealth Private Client Office offers execution-only trading services via our partnership with Swiss Global Banks. This service allows you to independently trade a wide range of asset classes — including equities, bonds, ETFs, and structured products.

Key Features

  • Institutional-grade execution at preferential pricing for Coleman Wealth Private Client Office clients
  • Full access to global markets and multi-currency settlement
  • Discreet, secure, and regulated Swiss custody infrastructure
  • Available in client-named or omnibus account formats

Ideal for experienced investors who want control over their trades, while benefiting from our access, infrastructure, and efficiency.