For clients who want direct strategy access.
You open an Interactive Brokers account in your name. IBKR holds your assets, segregated, with real-time visibility. We manage your selected model portfolio under a written discretionary mandate.
Ownership, visibility, mandate.
| Step | What happens |
|---|---|
| 1. Your IBKR account | Opened in your name; assets segregated and visible in real time |
| 2. Strategy selection | You choose from our model portfolio shelf |
| 3. Discretionary mandate | ZAM manages under a written agreement with clear parameters |
| 4. Fees via IBKR | Management and performance fees set off IBKR's own records |
Real-time positions and P&L in the IBKR app. No black box.
Transparent, direct access. Lower cost.
Clients who want transparent, direct access to our active strategies — and lower overall costs than a traditional private bank arrangement.
The IBKR model is additive, not a replacement. Clients can retain whichever banking relationship suits them; this adds direct ownership and lower cost.
You own the IBKR account. Assets are segregated in your name. We never hold your assets.
Four sleeves across a risk gradient.
Select the strategy that fits your objectives. Each runs under its own mandate with its own risk parameters.
Explore strategies→Independent advice. Client-held assets. Transparent alignment.
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