Equity
Direct ownership positions in public and private companies.
What We Work With
Products
A full spectrum of instruments across public and private markets — selected and structured to fit each mandate.
IPO
Access to initial public offering allocations.
Bond
Fixed-income instruments for capital preservation and yield.
Funds
Pooled investment vehicles spanning multiple asset classes.
Structured Products
Customized instruments that blend defined risk and return profiles.
Derivatives
Options, futures, and other instruments used for hedging and exposure management.
Forex and Precious Metals
Currency markets and hard-asset exposure for diversification.
Succession Planning & Trust
Structures built for the orderly transfer of generational wealth.
Actively Managed Certificate
Dynamic, professionally managed exposure within a single certificate.
Cryptocurrencies
Digital asset allocation as part of a broader portfolio strategy.
Not sure where to start?
Speak with the Kinetix team about which products fit your objectives.
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