How We Work
From first conversation to fully invested
Step 1 Getting to know each other
Every client relationship begins with a conversation, virtual or in person. We meet potential clients through existing client referrals, professional introductions and the Interactive Brokers Marketplace where One Altitude Capital is listed globally.
The first meeting works in both directions. You assess whether we are the right partner for your situation. We assess whether we can genuinely serve you well. There is no obligation on either side.
Step 2 Your financial picture
During the intake meeting we explore your personal financial situation, investment experience, time horizon and risk tolerance. We discuss whether a managed discretionary mandate, a systematic APEX strategy, an advisory relationship or a combination of these approaches fits your needs best.
We explain our fee structure clearly at this stage so there are no surprises later.
Our fees:
Advisory relationships: 0.5% per year, charged quarterly in arrears directly from the cash portion of your IBKR account
Discretionary managed mandates: 0.5% per year plus a 10% performance fee
APEX systematic strategies: 0.5% per year flat fee
All fees are collected automatically by Interactive Brokers each quarter. No invoices. No manual transfers.
Step 3 Onboarding
Clients must be eligible to hold an Interactive Brokers LLC account. Before any account is linked to our management we require:
Copy of passport
Proof of residence
Completed AML/CFT questionnaire
Signed investment management agreement
All other formalities such as account opening, regulatory documentation and platform setup, are handled directly by Interactive Brokers as custodian and platform provider.
Already have an IBKR account? Simply link it to our master account. The process takes minutes.
No IBKR account yet? We send you a personalised account opening link directly from Interactive Brokers, already connected to One Altitude Capital. You complete the process entirely online.
Step 4 Account setup and investment mandate
Once your account is linked and the fee structure approved, we can view your net liquidation value and assign your account to the appropriate mandate. IBKR's partition functionality allows different approaches to be applied to separate segments of the same account. A client can hold a discretionary mandate and one or more APEX strategies simultaneously within a single account.
Your account is held in your own name at all times. There is no pooling of client funds. Modern custody infrastructure makes this possible and it is how we believe client assets should always be held.
Our authority and yours
One Altitude Capital holds delegated investment authority only. This means we can make investment decisions within your agreed mandate but we cannot transfer funds in or out, change account settings or access your account beyond portfolio management.
You retain full control over deposits, withdrawals and account configuration at all times. You can view your portfolio on the IBKR desktop or mobile application at any moment, twenty-four hours a day.
Ongoing relationship
Every quarter you receive an investment newsletter covering macro environment, portfolio positioning and strategy outlook. Portfolio valuations are provided quarterly alongside the newsletter.
We visit clients in Southeast Asia, the UAE and Europe regularly. Investment management is a long-term relationship and we treat it as one.
Our investment philosophy
We follow an asset allocation first, security selection second approach. For new clients we increasingly favour the APEX systematic strategies as the primary investment approach. Systematic strategies scale efficiently, remove emotional bias and apply consistent discipline across all market conditions.
For clients coming from private bank accounts or other trading platforms we assess minimum size requirements individually. Please contact us to discuss your specific situation.
Ready to start a conversation?
Contact us at www.one-altitudecapital.com/contact or reach us directly by email.
We respond to all enquiries personally.