ZAM GlobalZAM Global
Services

Two ways to access institutional-quality management. One principle: your assets, your custody.

Service Models

Choose the service model that fits

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EAM · External Asset Management

For clients with existing private-bank relationships

Your assets stay where they are. We add an independent investment management layer — advising and managing your portfolio with the rigour of an institutional PM, without displacing your banking relationship.

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Investment Advisory · IBKR Model

For clients who want direct strategy access

You own the IBKR account. IBKR holds your assets with real-time visibility. We manage your chosen model portfolio under a written discretionary mandate.

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Client assets remain with an independent custodian — never on our balance sheet.
One Principle

Independent custody across both models.

Whether you use the EAM model or the IBKR advisory model, client assets remain with an independent custodian at all times. We do not hold client assets on our balance sheet — that is not a feature, it is the architecture.

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Assets Off Our Balance Sheet

Client assets are always held by an independent institution — never by ZAM.

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Transparent Fees

Management and performance fees are disclosed upfront. No hidden rebates or undisclosed conflicts.

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Written Mandate

Every client engagement is governed by a written mandate. Objectives, constraints, and risk parameters — agreed before a single trade is made.

Not sure which model fits?

We will tell you honestly. The EAM model suits clients with established private-bank relationships who want independent portfolio management without disruption. The IBKR model suits clients who want direct ownership, real-time visibility, and lower cost.

Begin a Conversation — we will help you find the right fit.

Independent advice. Client-held assets. Transparent alignment.

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