Mevus Capital FAQs

Our clients include high-net-worth entrepreneurs, business owners, families, first-time investors, and senior executives.

We typically work with clients who have a meaningful level of investable assets and a degree of financial complexity. Specific thresholds and arrangements depend on your situation and on the services required.

In discretionary portfolio management, you agree on a mandate with Mevus Capital, and we make investment decisions on your behalf. In advisory portfolio management, we provide ideas and analysis, and you make the final decisions.

Many of our clients have an international element to their lives. We assess each case individually and consider how living in more than one country may affect your investment and planning strategy.

Typically, we need identification documents, proof of address, basic information about your financial situation, and details about the source of funds and source of wealth.

In many cases, we can help you review your current holdings, decide whether they should be transferred as they are or sold, and coordinate the transfer with your existing provider, where permitted. The exact process depends on the institutions and jurisdictions involved.

We agree on review frequency with you at the start of the relationship, based on your preferences, with the option to speak more often if there are significant changes in markets or in your personal circumstances.

Yes. Existing clients can access their portfolios through our secure online portal. If you need help with login details or have questions about what you see, our team will assist you.

We collect, use, and store personal data to provide our services and comply with legal and regulatory requirements. We apply standards that reflect applicable local regulations, international data protection rules, and other relevant frameworks.