Every client relationship is built on trust, and every investment begins with your unique story. We take the time to listen and understand your priorities and aspirations, allowing us to develop a customized wealth plan and investment strategy tailored specifically to you. You and your family can choose your desired level of involvement in shaping your investment strategy—whether you prefer a dedicated StarX professional to manage your portfolio or wish to maintain direct control over your investment decisions.
We provide a diverse array of solutions to help you achieve your individual goals, both current and evolving over time.
Starx financial planning
Select
We have carefully selected a range of straightforward and globally diversified portfolios, from which you can select the one that is the most suitable for you, taking into account your investment horizon, goals and risk appetite. STARX take care of all the investment administration, with a support team on hand to personally help you with any queries.
Managed
Investing in the ready-made and globally diversified portfolio that’s suitable for you. This service is typically for clients with at least USD 150K to invest.
Bespoke
Bespoke investment strategy and portfolio built and managed for you by a dedicated STARX investment manager. This service is typically for clients with at least USD 300K to invest.
STARX Reserve
For clients with more complex wealth management needs. This service is typically for clients with USD 5 million and above to invest.
Responsible investment at STARX
Greenbank Bespoke
Ethical, sustainable and impact investing.
Whether you are living in the US, or resident elsewhere, and require accounts offshore to manage your portfolio in a tax efficient manner, we can offer accounts managed by an investment manager either based in Jersey or in the US.
Dr. Matthias Weidenfeld, Leiter Anleihenanalyse | Februar 2025
Dr. Stefan Breitenbach, Leiter Aktienanalyse | Februar 2025
Dr. Julia Schwarzmann, Leiterin Alternative Investments | Februar 2025
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