Managing Wealth Is Overwhelming.
It Doesn't Have to Be.
We handle portfolio design and investment execution, the two hardest parts. You get structural advantages,
complete transparency, and direct access to the people managing your money.
Four systematic funds. Consistent relationships. Real conversations.
The Reality: Managing Wealth
Is Complex.
Coordinating with experts who don't talk to each other. Decoding structured products. Re-explaining everything to new RMs. Drowning in compliance across jurisdictions.
We had the same problem. So we built a system that works—systematic funds with jurisdictional coordination that captures structural advantages.
If it works for us, it works for you.
Four Funds*. Stackable Architecture.
Marigold Apex Fund |
Global Equity Fund
Marigold Terra Fund |
Real Estate Fund
Marigold Polaris Fund |
Fixed Income Fund
Marigold Meridian Fund |
Universal Fund
*For informational purposes only; not an offer to purchase. Investment subject to fund documentation and eligibility requirements
Institutional Standards, Boutique Attention.
Regulated by the DFSA
Audited by Ernst & Young
Legal by Clyde & Co
Tier-1 institutional infrastructure. Boutique personal service.
We are not managing 1,000 clients efficiently.
We are managing select few exceptionally.
Limited capacity by design. Same team for decades. Direct mobile access to portfolio managers. 3-year compensation vesting, not 6-month bonuses.
No Pitch Deck. No Sales Theater. Just a Conversation.
First meeting: 60–90 minutes. We listen 70%, talk 30%. You explain your portfolio objectives. We are honest about whether we can help. If we are not the right fit, we will say so—and probably refer you to someone who is.
No pressure. No "limited time offer."
Marigold Capital serves limited clients. We are looking for individuals who:
Don't have 20 hours per week to coordinate with experts
Value straight talk over sales language
Want direct access to decision-makers
Get overwhelmed by traditional private banking
Prefer intimacy over scale
If you need a full family office, we'll refer you to someone. If you need specific advise, we’ll coordinate with your existing advisors.
If you want someone to tell you what you want to hear, we're not your firm. We're selective. So are you.