How It Works
A clear model: your assets, our discipline
Understanding who holds your money, who advises you, and what Tigris does — explained in plain English.
Four parties, clearly defined
Independent wealth management works best when every role is clear. Here is how the pieces fit together.
You
You own the assets. Every decision is made in your interest, around your objectives.
Your Bank
Your bank or custodian holds your assets in your name and carries out execution.
Your Adviser
Where you came through an adviser, they remain your relationship contact.
Tigris
Tigris provides the licensed platform, investment management, oversight and access.
Control and transparency, retained
Your Assets Stay Put
Your money remains at your bank, in your name. Tigris never takes custody of client assets.
Licensed Management
Tigris provides regulated investment management, portfolio oversight, governance and access under CMS101520.
Full Visibility
You retain transparency and control, with clear reporting on how your portfolio is managed.
A disciplined, four-step approach
Understand Objectives
We take time to understand your goals, risk appetite, time horizon and existing arrangements.
Agree Mandate
We agree the right structure — advisory or discretionary — and the parameters that govern it.
Manage & Monitor
We build and manage the portfolio with disciplined risk management and ongoing oversight.
Report & Review
We report clearly, review regularly, and adjust as your circumstances and markets evolve.
See how this works for you.
A short conversation is the best way to understand whether Tigris is the right fit.