HNWI seeking for institutional process designed to bring consistency and efficiency to his portfolio

The client was a seasoned entrepreneur who had accumulated substantial wealth through multiple business ventures. While he already held real estate and traditional equity positions, he sought greater diversification into liquid strategies but was reluctant to hand full discretion to traditional managers. His main requirement was a solution that combined automation, discipline, and independent oversight.

Hedgebra introduced him to the Reginald Fund, which applies artificial intelligence to execute systematic trading strategies across liquid markets. We began with an onboarding session to align on his investment horizon, liquidity needs, and tolerance for volatility. Reginald then structured a set of trading rules designed to operate consistently, with oversight provided by Hedgebra’s risk management team.

The client appreciated the transparent fee model — a fixed monthly subscription paired with a performance-linked charge based on deployed capital. Regular reporting, including trade rationales, execution details, and monitoring of exposures, gave him clear visibility into the process. By adopting the Reginald Fund, the client added a new, technology-driven dimension to his wealth strategy, diversifying beyond traditional assets while maintaining control and governance.