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PARTNERSHIP

PROGRAM

Willow Oak Advisory owes a tremendous amount of its success to the strategic partnerships it has formed over the years.

This ranges from Financial Advisors to traders, to programmers and everything in between.

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INTRODUCING

BROKER

The majority of the partners we work with are those who use our portfolio as part of their wider offering to their clients. This can be done either as a White Label solution or directly with Willow Oak Advisory.

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INVESTMENT

STRATEGIES

Part of the Ubique portfolio's success is its variety of investment strategies being deployed. To that end, if you believe you have a strategy you would like to be considered, find out what our pre-requisits are and how our remuneration works.

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OTHER

OPPORTUNITIES

If you are looking at becoming a partner of Willow Oak but are not an introducing broker nor a trader or investment strategist, then feel free to get in contact with us via email.

INTRODUCING BROKER

Willow Oak Advisory works with a global network of Introducing Brokers who marry up our portfolio with their clients. This can be done in many ways from making simple introductions to full White Labeling Solutions. As every financial advisor, wealth manager, and fund allocator work in a different way, we try to ensure we are able to adjust to each.

Depending on the country of operation, local laws may apply which may inhibit a working partnership, but we will happily explore this with you to its conclusion.

BENEFITS TO YOU

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Straightforward Remuneration Structure

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Personalised Support

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Full Transparancy

BENEFITS TO YOUR CLIENTS

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Access to New Investments Vehicle

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Portfolio Diversification

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Access to the Portoflio Manager

As each Introducing Broker we work with has their own specific requirements, both legally and logistically, it is recommended that you fill in the form below and one of our Partners will be in touch to have a chat about your needs and how Willow Oak Advisory can fit into that. From there we can flesh out the details to see if an amicable arrangement is to be had.

Thank you for your message. We will be in touch, shortly.

INVESTMENT STRATEGIES

 
 

Do you have an investment strategy which you believe could benefit the Ubique Portfolio, either through capital growth, risk diversification or simply a hedge, then we want to know about it! Our vetting process is rigorous as we only want to allow the very best ideas near working capital, but that isn't to say it is impossible.

Before you do give us a shout, please take a moment to read through the basic prerequisites below.

  • 100% Systematic approach with no discretionary elements involved

  • Back tested for at least 5 years

  • Forward tested for at least 5 years

  • Drawdown no higher than 25%

  • Instruments traded are non-restrictive

There are many other checks which we will perform as well as live testing before being introduced to the portfolio, however, the above is a good filter to remove the sort of strategies we do not want.

REMUNERATION

Once reviewed, tested, proven and adopted, remuneration is done on a profit share basis. The specifics of which are negotiated on a case-by-case basis depending on the merits of each strategy and the value it brings to the portfolio as a whole. We strongly believe that in working together with smart people we can produce a long-lasting product which will outperform the metrics and benchmarks it goes up against. Because of this, we do treat all our partners fairly and bring them in to the Willow Oak Advisory family.

If you reckon your system has what it takes, then fill in the form below and a member of senior management will be in touch to discuss further.

Thank you for your message. We will be in touch, shortly.

OTHER OPPORTUNITIES

From time to time, other opportunities present themselves, both in the market and in business in general. To that end, if you have any other opportunities you would like to discuss with us, please feel free to drop us an email.