Access Wealth Management
Previously Reserved for the Ultra Rich

We combine AI-driven automation with human expertise to offer comprehensive family office services at a fraction of the traditional cost, making sophisticated wealth management accessible to a broader range of affluent individuals and families.

We have human professionals in the loop at all critical junctures and rely on AI to handle most of the boring work. All critical analysis and recommendations is reviewed by our team before being surfaced to customers. This alliance between AI and people frees up people to spend more time applying their judgement and speaking to our customers.

Our services are tailored for individuals with a net worth between $1 million and $25 million, but we can also accommodate larger family offices outside this range. Contact us for a personalized consultation.

The basic platform is free to users while some services are quoted for upon request; examples include:

• the creation of structures agreed to during tax planning
• fees on investment products taken up

We employ bank-level encryption and security measures to protect your data. Our systems are regularly audited and updated to ensure the highest level of security. We use multi-factor authentication, end-to-end encryption, and follow strict data protection protocols.

Our focus is on:

• European Economic Area (EEA) countries
• The United Kingdom (UK)
• Switzerland
• Singapore
• Dubai

However, we do have clients in other areas so please contact us regardless to see if we can help.

Centry provides access to a carefully curated selection of investment opportunities across multiple asset classes:

Traditional Investments:

• Global equities and fixed income
• ETFs and index funds
• Government and corporate bonds
• Commodities and precious metals

Alternative Investments:

• Private equity opportunities with minimums as low as $100,000
• Pre-IPO investments in late-stage growth companies
• Real estate investment trusts (REITs) and direct property investments
• Venture capital fund access
• Private credit and structured products

Exclusive Offerings:

• Access to top-tier venture capital funds typically closed to individual investors
• Pre-screened direct investment opportunities in growth companies
• Specialised real estate development projects
• Private debt arrangements with attractive yields

Our investment philosophy is built on several key principles:

• Long-term value creation over short-term speculation
• Risk-adjusted returns rather than absolute returns
• Global diversification across multiple asset classes
• Tax efficiency as a key component of returns
• Access to institutional-quality investments
• Dynamic asset allocation based on market conditions
• Integration of both traditional and alternative investments

We take a multi-faceted approach to risk management:

• Continuous portfolio monitoring using AI-powered analytics
• Regular stress testing against multiple market scenarios
• Dynamic rebalancing based on market conditions and your risk tolerance
• Regular risk assessment reviews and updates
• Sophisticated hedging strategies when appropriate
• Diversification across asset classes, geographies, and strategies

During market downturns, we:

• Activate appropriate defensive strategies
• Ensure your liquidity needs are met without forced selling
• Look for tactical opportunities
• Implement tax-loss harvesting
• Increase communication frequency
• Provide context and perspective on market events

Absolutely. We have extensive experience with expatriate wealth management and cross-border financial strategies.

Our clients typically fall into several categories:

Successful Professionals

• Senior executives and C-suite leaders
• Medical professionals and specialists
• Partners at law and consulting firms
• Technology industry leaders

Business Owners & Entrepreneurs

• Startup founders with significant equity
• Small to medium business owners
• Serial entrepreneurs
• Professional practice owners

Wealth Creators & Inheritors

• Recent liquidity event beneficiaries
• Recipients of inherited wealth
• Real estate investors and developers
• Professional investors

Common Characteristics:

• Net worth typically between $1M and $25M
• Value sophisticated financial planning
• Appreciate technology-enabled solutions
• Seek institutional-quality investment access
• Often have complex international ties or cross-border needs