YOUR PRIVATE CLIENT OFFICE
Clarity. Direction. Confidence in Every Market.
Our Product
Partners
Delivering Tier 1 Solutions to Private Clients
Coleman Wealth Private Client Office partners with a global investment bank to deliver institutional-grade solutions that would otherwise be difficult, costly, or inaccessible for individual clients to access independently - combining global expertise, product innovation, and cost efficiency.
Tailored Structured Notes
Thematic, Sharia-Compliant & Bespoke Payoffs Access to a wide range of structured products customised to client objectives — including equity-linked, credit-based, and Islamic-compliant strategies, delivered with institutional pricing and liquidity terms.
AMC Model Portfolios
Actively Managed Certificates for Every Risk Profile A suite of risk-weighted portfolios delivered through Actively Managed Certificates (AMCs), combining the flexibility of actively managed strategies with the efficiency of structured wrappers — transparent, bankable, and cost-effective.
Enhanced Cash Solutions
Up to 4.9% p.a. with Liquidity and Flexibility
Exclusive access to a global investment bank Variable Rate Savings Accounts, offering competitive yields for private clients with the added benefit of strategic product-linked enhancements.
Fixed Income Innovation
iMaps ETIs Powered by a global investment bank. Coleman Wealth Private Client Office offers delegated portfolio management on Exchange Traded Instruments (ETIs), built on a global investment bank's indices - providing scalable fixed income exposure with daily liquidity and full transparency.
Hedge Fund & Protection Strategies
Through our strategic partnership with a global investment bank, clients gain access to institutional hedge fund solutions, portfolio protection overlays, and specialist strategies designed to enhance diversification, mitigate drawdowns, and preserve long-term capital.
