Frequently Asked Questions

Rexwood Capital stands for leadership, stability, and growth — the core principles behind our name and philosophy.

• “Rex” comes from the Latin word for King, symbolizing authority, trust, and excellence in financial management.
• “Wood” represents strength, resilience, and sustainable growth, reflecting our commitment to building long-term value for our clients.

Together, Rexwood Capital embodies our mission to lead with integrity, grow with stability, and manage capital with precision and care. Leadership in performance. Strength in foundation.

Rexwood Capital’s portfolios are managed by a dedicated blend of in-house expertise and global partnerships, designed to deliver stability, diversification, and performance across all REX Tiers. Our proprietary trading desk operates under a unified investment framework, executing the firm’s strategies with disciplined risk management.

Alongside this, we collaborate with top-tier hedge funds, institutional asset managers, and strategic investment partners to broaden exposure across asset classes and geographies — ensuring each portfolio benefits from specialized market insight and institutional execution quality.

Our team brings together professionals with distinguished backgrounds, including:

• Former Heads of Structured Products at leading Swiss private banks
• Investment bankers from global institutions such as Deutsche Bank and BNP Paribas
• Portfolio strategists and consultants to international hedge funds and family offices
• Wealth relationship experts with over 15 years’ experience serving HNW and institutional clients

This combination of in-house management and external institutional partnerships forms the foundation of our REX Framework — integrating tactical trading, strategic allocation, and risk-adjusted performance to deliver resilience and scalability for our investors.

• REX tiered investment structures to match client risk profiles.
• Hybrid account options that combine portfolio growth with shareholder yield.
• Institutional-grade reporting through investor portals.
• Drawdown protection and profit-lock mechanisms for capital preservation.

Hybrid Accounts combine managed trading with equity-style participation:

• 80% of capital → allocated to the chosen managed account tier.
• 20% of capital → invested as a shareholder allocation, earning an annual yield for up to 3 years.
• 0% performance fee applies during the first 3 months on the managed portion.

Becoming a client of Rexwood Capital is straightforward and fully guided by our team. You can begin by registering your account directly through our website, after which one of our investment advisors will contact you to schedule an initial consultation. During this meeting, we will:

• Discuss your financial goals and objectives,
• Assess your risk tolerance and investment preferences,
• Explain our services, tier structures, and Hybrid account options in detail.

Once we have a clear understanding of your needs, we will design a personalized investment plan and guide you through the onboarding process, including KYC and account setup, ensuring a smooth and transparent start to your journey with Rexwood Capital.

Yes. As a Rexwood Capital client, you will have a dedicated Relationship Manager who serves as your main point of contact, supported by a team of experienced professionals to ensure your needs are handled efficiently and with care.

You can reach us anytime via phone, email, or through our website’s contact form, and our team is known for its fast response rate and proactive communication. We don’t just respond — we stay in touch to keep you informed, updated, and supported throughout your investment journey.

• Standard: Monthly (30 trading days).
• Low-Risk: Quarterly.
• High-Yield: Monthly (30 trading days).
• HNWI: Flexible; quarterly recommended.
• Hybrid: Managed portion follows standard rules; shareholder allocation is locked from 1 up to 3 years as per client agreement.

• Management fees: 0–1.5% depending on tier.
• Performance fees: 25–30% depending on risk profile.
• Setup fee: applicable for Standard and Low-Risk tiers.
• Hybrid clients: 0% performance fee for first 3 months on the managed portion; thereafter, the selected tier’s performance fee applies.

SPVs allow Rexwood Capital to segregate client capital within a clearly defined legal and operational structure, ensuring that every investment is managed with full transparency and accountability.

Each SPV offers investors:

• Legal separation from other Rexwood business activities
• Enhanced transparency and capital security
• Tailored investment mandates per tier (e.g., Low-Risk Conservative or HNWI - Institutional)

Rexwood Capital currently offers two distinct Hybrid Investment Tiers, each established under an independent SPV:

• REX – Low-Risk Conservative — Focused on capital preservation, moderate exposure, and steady growth.
• REX – HNWI - Institutional / Hybrid — Aims for higher potential returns through diversified and more dynamic asset allocation.

Both tiers are governed under Rexwood’s unified compliance, governance, and performance monitoring framework, ensuring consistency, integrity, and disciplined portfolio management.

1. Registration: Complete onboarding through Rexwood Capital’s secure platform and pass standard KYC/AML verification.
2. Tier Selection: Our investment team assists you in selecting the appropriate Hybrid Tier based on your objectives and risk tolerance.
3. Fund Allocation: Client funds are deposited into designated bank trust or custodian accounts under the SPV mandate. This legal framework enables Rexwood to execute portfolio operations directly, while the client retains full ownership and fund protection.
4. Ongoing Oversight: Investors receive regular performance reports, transparent account statements, and dedicated relationship support through Rexwood’s client service team.

• Performance is assessed and calculated within each SPV on an annual basis.
• Verified profits are distributed directly to each investor’s bank or custodian account.
• All management and performance fees are deducted transparently only after verified performance results, in line with the executed investment agreement.

At Rexwood Capital, we take a dynamic approach to market selection, adapting portfolios to both volatility conditions and geopolitical circumstances. Our core trading universe includes:

• Foreign Exchange (FX) – highly liquid and responsive to macro events.
• Precious Metals (Gold, Silver, Platinum) – a safe-haven hedge; we increase exposure when markets seek security or when gold is soaring.
• Global Indices (S&P 500, DAX, FTSE, etc.) – to capture equity market trends.
• Cryptocurrencies – used selectively, in small proportions, for diversification and growth.
• Fixed Income, Treasury Bills and bonds – deployed particularly in Hybrid tiers, or during uncertain market conditions, to preserve capital and provide steady yields.

This adaptive allocation allows us to play defense when necessary — emphasizing bonds, fixed income, or gold during volatile times — and to act with initiative when opportunities arise, ensuring clients benefit from both stability and growth potential. At Rexwood Capital, we don’t just trade markets — we trade conditions.

1. Capital Preservation First — strict tier-specific drawdown controls.
2. Diversification — across different markets and asset classes.
3. Dynamic Position Sizing — adapting to volatility.
4. Profit-Lock Mechanisms — to secure gains.
5. Macro + Micro approach — global economic outlook blended with short-term signals.

• Tiered drawdown thresholds (7–30%).
• Stop-out protocols to limit losses.
• Portfolio hedging across asset classes.
• In Hybrid accounts, higher allocation to bonds, fixed income, and T-bills.
• Trading only highly liquid instruments to minimize execution risk.

We prioritize capital preservation over aggressive returns by:

• Reducing position sizes.
• Increasing allocation to safe assets (metals, bonds, T-bills).
• Maintaining transparent communication with clients.

Your funds are held with regulated, reputable brokerage firms and financial institutions that meet our strict due-diligence standards. We only collaborate with institutions that:

• Are regulated by recognized financial authorities.
• Insure client equity through trusted global insurance providers.
• Offer segregated client accounts to ensure fund protection and independence.

The process is simple and fully guided:

1. Register your account via the Rexwood Capital website.
2. Once approved, one of our investment advisors will contact you to discuss your financial goals, risk profile, and investment preferences.
3. We will recommend and assist you in opening an account with a regulated partner broker or financial institution that best fits your objectives.
4. You deposit your funds directly with the selected broker — never through Rexwood Capital.

At Rexwood Capital, we work exclusively with selected partner institutions that meet our technical, regulatory, and execution standards.

Our partners are chosen because they:

• Offer deep liquidity and tight spreads across asset classes.
• Maintain high execution reliability.
• Integrate seamlessly with our trading infrastructure to reduce total trading costs.

For these reasons, we cannot manage funds held at external brokers that fall outside our approved network.

Since your funds are held directly with the partnered broker, withdrawals are initiated by you through your broker’s client portal. Rexwood Capital has no access to, or control over, client withdrawals.

Our team remains available to support you should you need assistance or encounter delays on the brokerage side.