Institutional-grade access to the world's most important structural investment themes.
Emit Capital's portfolios are delivered exclusively through Separately Managed Accounts (SMAs) — a structure that provides wholesale investors with direct ownership of underlying securities, full transparency, and significant tax efficiency advantages over pooled vehicles.
Unlike managed funds, an SMA means your assets are held in your name at all times. There is no pooled fund risk, no embedded tax liabilities from other investors, and complete visibility into every holding and transaction in your portfolio.
You hold securities directly in your name. No pooled fund risk. Complete beneficial ownership at all times.
Full visibility into cost base, capital gains events, and tax lot management. No embedded tax liabilities from other investors.
Real-time access to portfolio holdings, performance, and activity via the Interactive Brokers client portal.
All SMAs are established through Interactive Brokers (IBKR), one of the world's leading prime broker-dealers with consolidated equity capital exceeding US$13.3 billion. IBKR provides direct-access custodial, trade execution, and clearing services to institutions and sophisticated investors globally.
Emit Capital acts as investment manager under an Investment Management Agreement. We execute trades on your behalf within the agreed mandate. Your assets are held in your name at IBKR at all times — Emit Capital does not hold or have access to client funds.
Initial Consultation
Contact our investor relations team to discuss your investment objectives, portfolio allocation preferences, and eligibility. We will provide you with a product disclosure summary and investor pack prior to account establishment.
Open an Interactive Brokers Account
We will provide a tailored IBKR electronic application configured for SMA management. Our team is available to assist throughout the onboarding process. IBKR's account approval typically takes 1–3 business days.
Execute the Investment Advisory Agreement
You will receive Emit Capital's Investment Advisory Agreement, which formally authorises us to manage your account within the agreed parameters. This agreement sets out fees, mandate scope, and reporting arrangements.
Fund Your Account
Accounts can be funded by wire transfer or, where applicable, via ACAT transfer from an existing brokerage account. Our team will provide funding instructions and confirm receipt.