Your genuine wealth partner
With FordelHoldings Reserve, access highly personalised wealth advisory, and private investment opportunities. This is the new league of wealth creation.
Talk with a Wealth Advisor
Get access to Wealth Advisory centred around you
Our Wealth Advisors provide comprehensive financial and investment advice. You can count on unbiased insights – after all, we don’t believe in commissions on products. Instead, Reserve is all about impartial financial guidance so you can make informed decisions that align with your interests.
Here are some of the benefits you enjoy as a Reserve client:
Yearly financial planning sessions to create and maintain your financial plan: Longevity is core to the Reserve experience – it’s not just about wealth creation but sustainable financial health. In your personalised financial planning session, we understand your unique reality and deliver you a financial plan that evolves as you do.
Bi-annual portfolio reviews: Our in-depth reviews give you full transparency on past performance and current events impacting your investments. This way, you always know exactly where your portfolio stands and can make informed decisions about its future.
Access for a chat at any time for any question: Reserve’s wealth advisory is set up to take whatever shape serves you best – whether that’s a regular communication cadence or an ad-hoc check-in as the markets move, your wealth advisor is always just a message away.
Private Investments uniquely build your portfolio’s resilience against market volatility.
FordelHoldings Reserve is your access…
Private Investments
* Private market investments are available to verified Professional Clients (PC) only. Refer to the FAQ to find out whether you’re eligible to become a PC with us.
Adding private investments to your portfolio offers diversification benefits and thereby enhances the overall risk-adjusted performance.
Gain access to investment opportunities that were once reserved for a select few. Our approach is designed to mitigate the challenges posed by how private offerings are distributed by private banks today.
Private banks typically require high minimum investment amounts (e.g. from USD $500,000 onwards) and high fees (e.g. 2-3% upfront fee of the committed capital and/or annual management fee), which erode investors’ overall returns in the long term.
FordelHoldings Reserve commits to offer our Professional Clients a simplified pathway to access top-tier institutional-grade private investments — diligently curated by our experienced investment team.
FordelHoldings Reserve is a private wealth management offering. With Reserve, clients can choose from a wide range of wealth advisory services and access private investments.
To become a Reserve client, you have to invest $100,000 USD with FordelHoldings. This amount can be in any of FordelHoldings’s portfolios.
We’ll remind you to invest more in order to meet the required minimum of $100,000 USD. Note that the required minimum refers to the higher amount of either net deposits or total assets (value of portfolio).
Once you become a Reserve client, you’ll be assigned a Wealth Advisor whom you can reach out at any time via Whatsapp, email or phone. Additionally, you get dedicated consultations with your Wealth Advisor.
You can meet your Wealth Advisor as often as you need to. Your Wealth Advisor can also offer more in-depth sessions once or twice a year. Financial planning sessions happen on a yearly basis, and portfolio reviews happen twice a year.
We don’t charge any fees for clients to qualify for FordelHoldings Reserve or to gain access to a Wealth Advisor. You are required to maintain a minimum of $100,000 USD investment with FordelHoldings. The fee model for each of our investment portfolios comes with no hidden charges and no upfront fees.