Welcome

RX Asset Management (RXAM) is a newly formed Investment Management platform, which is part of the RX Partners group.   The principals are market leaders in the global banking, financial asset and alternative management sector.  RXAM is uniquely positioned to offer the flexibility and focus, to match the needs of the client, with the ability to move quickly and create bespoke strategies in funds or managed accounts.  RX Asset Management is an appointed representative of Mirabella Advisers LLP,  which is authorised and regulated by the Financial Conduct Authority in the United Kingdom. Mirabella is a regulatory hosting service managing over $17 billion in assets.

About

RXAM launched its first fund in November 2020 via a highly liquid actively managed fund investing in underlying ETF and UCITS funds. The fund has been designed to perform in most market conditions across market sectors and asset classes and with planned low correlation to current equity market volatility. RXAM uses Mirabella Advisers LLP, a platform managing $17bln of assets, for full AIFM hosting services in support of their investment activities.

The fund is specifically for PROFESSIONAL INVESTORS ONLY.

RXAM is a subsidiary of the RX Partners Group, an independent, strategic consultancy platform managing the affairs of its principals and select clients. The Group believes global connectivity, deep relationships, quality advice and a long-term approach are required to preserve and generate value alongside success and excellence.

RX Partners

RX Liquid Diversified Portfolios

‘RX Liquid Diversified Portfolios’ Fund shall invest in an actively managed programme of exchange traded funds (“ETFs”) and UCITS funds. The Fund shall seek to achieve its objective with a target performance of 6-12% by using a combination of commercial portfolio modelling tools and algorithms with an overlay of experienced asset management.

The fund is specifically for PROFESSIONAL INVESTORS ONLY.

The aim is to achieve a diversified model portfolio across asset classes to avoid large swings in asset pricing and market volatility, designed to appreciate in most market conditions. The data output of the algorithms in parallel with human oversight and ‘sense’ checking is converted into an investment into the highest performing underlying ETFs of their type which are then actively managed daily to ensure optimum performance and management.

The fund will produce weekly Net Asset Valuations (“NAV”) of the Fund’s portfolio and will offer weekly liquidity to investor.

For distribution within the UK only, RX Asset Management is an Appointed Representative of Mirabella Advisers LLP, which is authorised and regulated by the Financial Conduct Authority. The fund is registered and regulated by the Cayman Islands Monetary Authority.

As part of the regulatory hosting service, Mirabella Financial Services LLP is the investment manager of ‘RX Liquid Diversified Portfolios’ Fund and has seconded the investment professionals from RX Asset Management to manage the ‘RX Liquid Diversified Portfolios’ Fund.

The Fund shall seek to achieve its objective with a target performance of 6-12% by using a combination of commercial portfolio modelling tools and algorithms with an overlay of experienced asset management. QUOTE - NICK ROE
(CHIEF INVESTMENT OFFICER)
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Carrie Harding

Carrie was the CFO for Weybourne, Sir James Dyson’s family office, managing a multi-billion pound portfolio. Carrie was a Director of 11 Weybourne related entities including the overall holding company responsible for Group strategy and investments. Carrie was the Senior Accounting Officer for the Group and the Compliance and AML officer for the FCA regulated subsidiary. Carrie was actively involved in the development of the next generation of family members.

For the 9 years prior to Weybourne, Carrie was CFO for Exploration Capital, another single family office, with a particular focus on agricultural and development land in Latin America and was simultaneously CFO of a high performance engineering business, Gilo Industries. Carrie qualified as a Chartered Accountant with Ernst & Young LLP.

Carrie is particularly interested in family governance, reputation management and business succession strategies and the importance of such planning in preserving family wealth and businesses through the next generations. Carrie has won the Variety Catherine Awards celebrating Inspirational Women in Business; Professional Services Category and was shortlisted for the Women in Finance Awards; CFO of the Year. Carrie currently provides advisory and Non-Executive Director services.

Nicholas Roe

Nick is a Director and Chief Investment Officer of RX Asset Management.

Nick was at the forefront of the creation of the hedge fund and alternative asset management sector in the 1990’s whilst at Morgan Stanley in London.  Nick helped establish one of the largest Prime Brokerage business in the world and assisted in the formation of many of the largest hedge funds of the time.

During his time at Deutsche Bank and Citigroup, Nick was mandated to establish and manage both the regional and global Prime Services businesses, where he was responsible for the management of billions of dollars of loan collateral and risk oversight of all Prime Brokerage, Securities Lending and Delta One activities.   Nick was the first International Prime Broker inducted into the Global Custodian Legends – Hall of Fame in 2013 in recognition of his contribution in the development of the alternative funds industry.

Nick’s additional responsibilities within the Investment Management industry have included being Chairman of Citigroup Deutschland KAG, serving as a Board Member of ATP’s alternative funds in Luxembourg, Alpha One and Alpha Two, Nick was also CEO of a start-up Robo Advisory business which was subsequently sold and he continues to act as Advisor and Director to many Investment Funds and Advisory Companies.

Paul O'Dea

Paul is Chief Operating Officer and a Director of RX Partners, as well as a director of RX Asset Management.

Prior to joining RX, Paul was a Senior Adviser to private clients at Floreat Group in London, a $15bln private investment group that serviced ultra-high net worth individuals across both their financial and non-financial affairs. Paul was responsible for establishing and managing private offices and client relationships with additional institutional investors.

Paul joined Floreat in December 2012, merging in the philanthropic advisory business he had founded in 2008, having previously worked at Mako Global, trading derivatives and volatility on multiple listed products. As well as a background in philanthropy, Paul has extensive experience in working with ultra-high-net-worth individuals, families and charitable foundations.

Paul is a director of a 30-year-old family-owned, care home business in Wiltshire. He holds a Bachelor of Science degree in Biochemistry from Imperial College, London.

Team

Nick Roe

Nick is a Director and Chief Investment Officer of RX Asset Management.

Nick was at the forefront of the creation of the hedge fund and alternative asset management sector in the 1990’s whilst at Morgan Stanley in London.  Nick helped establish one of the largest Prime Brokerage business in the world and assisted in the formation of many of the largest hedge funds of the time.

During his time at Deutsche Bank and Citigroup, Nick was mandated to establish and manage both the regional and global Prime Services businesses, where he was responsible for the management of billions of dollars of loan collateral and risk oversight of all Prime Brokerage, Securities Lending and Delta One activities.   Nick was the first International Prime Broker inducted into the Global Custodian Legends – Hall of Fame in 2013 in recognition of his contribution in the development of the alternative funds industry.

Nick’s additional responsibilities within the Investment Management industry have included being Chairman of Citigroup Deutschland KAG, serving as a Board Member of ATP’s alternative funds in Luxembourg, Alpha One and Alpha Two, Nick was also CEO of a start-up Robo Advisory business which was subsequently sold and he continues to act as Advisor and Director to many Investment Funds and Advisory Companies.

Carrie Harding

Carrie is a Director of the ‘RX Liquid Diversified Portfolios Fund’ and an adviser to RX Partners.

Carrie was the CFO for Weybourne, Sir James Dyson’s family office, managing a multi-billion pound portfolio. Carrie was a Director of 11 Weybourne related entities including the overall holding company responsible for Group strategy and investments. Carrie was the Senior Accounting Officer for the Group and the Compliance and AML officer for the FCA regulated subsidiary. Carrie was actively involved in the development of the next generation of family members.

For the 9 years prior to Weybourne, Carrie was CFO for Exploration Capital, another single family office, with a particular focus on agricultural and development land in Latin America and was simultaneously CFO of a high performance engineering business, Gilo Industries. Carrie qualified as a Chartered Accountant with Ernst & Young LLP.

Carrie is particularly interested in family governance, reputation management and business succession strategies and the importance of such planning in preserving family wealth and businesses through the next generations. Carrie has won the Variety Catherine Awards celebrating Inspirational Women in Business; Professional Services Category and was shortlisted for the Women in Finance Awards; CFO of the Year. Carrie currently provides advisory and Non-Executive Director services.

Paul O'Dea

Paul is Chief Operating Officer and a Director of RX Partners, as well as a director of RX Asset Management.

Prior to joining RX, Paul was a Senior Adviser to private clients at Floreat Group in London, a $15bln private investment group that serviced ultra-high net worth individuals across both their financial and non-financial affairs. Paul was responsible for establishing and managing private offices and client relationships with additional institutional investors.

Paul joined Floreat in December 2012, merging in the philanthropic advisory business he had founded in 2008, having previously worked at Mako Global, trading derivatives and volatility on multiple listed products. As well as a background in philanthropy, Paul has extensive experience in working with ultra-high-net-worth individuals, families and charitable foundations.

Paul is a director of a 30-year-old family-owned, care home business in Wiltshire. He holds a Bachelor of Science degree in Biochemistry from Imperial College, London.

Suling Tsang

Suling is Chief of Staff for RX Asset Management.

Previously, Suling worked as COO for SelfieWealth, a regulated fintech startup delivering algorithmic driven research and investment advice. Before that, she held a number of senior positions within Business Advisory, Product Development, Client Service and Sales at Citigroup in the Investor Services business. Her responsibilities included designing, developing and delivering solutions for some of Citi’s largest asset management and hedge fund clients as well as working on the cross industry group defining the solution to the implementation of AIFMD.

Prior to that, Suling worked at Morgan Stanley in International Prime Brokerage.  During that time, Suling worked in Business Consulting and Sales and Marketing covering clients in New York, Chicago, Paris, Hong Kong, Tokyo and Singapore.  Her primary focus was start up hedge fund clients as well as fund of funds and large asset managers. In addition, Suling has published works on how to start a hedge fund, AIFMD and UCITS.

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You confirm, by submitting a registration request, and using the website, if granted access, acceptance of all terms included in this disclaimer each time you access the website and that you will comply with them.

The content of this website is issued by RX Asset Management Ltd, ("RXAM") 11 Albemarle Street, Mayfair, London, W1S 4HH, UK.

For distribution within the UK only, Rx Asset Management Ltd is an Appointed Representative of Mirabella Advisers LLP, which is authorised and regulated by the Financial Conduct Authority number 606792.

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The information on this website is provided to you for informational purposes only and should not be regarded as an offer or solicitation of an offer to buy or sell any investments or related services that may be referenced on this website.

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If a potential investor chooses to invest in any of the funds managed by RXAM, they must be aware that their capital would be at risk. Subscriptions may only be made on the basis of the relevant prospectus and most recent financial statement and semi-annual financial statements published thereafter.

Past performance is not a guide to future performance. Stock markets and currency movements may cause the value of investments and income from them to fall as well as rise and investors may not get back the amount they originally invested.

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