Management Structure
As a Chelton Wealth client, you open an individual trading account with one of the FX brokers we partner with and then deposit the desired amount. Chelton is then responsible for the discretionary management of the capital in accordance with the chosen strategy.
The Broker – Your Account Holder
The broker is your primary point of contact for account management. This is where your account is held and your funds are kept. They are responsible for all transaction reporting and provide full transparency through a real-time overview of your investment’s performance. Every evening, a Daily Confirmation is sent with detailed information about the day’s transactions. Once a month, a Monthly Statement is provided, available via your personal Client Portal.
Chelton Wealth – Management
When you sign a management agreement with Chelton, you give us a mandate to manage the capital in your brokerage account in accordance with your chosen strategy. Once all application documents have been approved and the capital has been transferred to your account with your chosen broker, your account (Client Account) is linked to our management account (Managing Account). All positions opened or closed in our account are automatically mirrored in yours, meaning you receive the same returns we generate.
Deposits and Withdrawals
You pay XXX EUR upon deposit. There are no lock-in periods or withdrawal fees.
The investment is fully liquid, and redemptions can be made immediately via your Client Portal. To ensure trading can be executed smoothly according to the strategy, a minimum balance of 10,000 EUR is required. In the event of a full redemption, please notify us so that we can disconnect the accounts.
Investment decisions
We offer our own management strategies and do not provide individual investment advice. You decide for yourself whether the strategy aligns with your goals, your risk tolerance, and what percentage of your investment portfolio you wish to invest.