Butterfield Fulcrum has considerable experience dealing with managed accounts and other complex structures.  Our flexible menu of services and advanced technological and middle-office capabilities are designed to address the requirements of managed accounts.

Our 24 hour processing environment handles daily reporting for the sub funds of both the feeder and master enabling clients to maintain tight risk management controls on each strategies and traders.

Extensive reporting capabilities allow for reports to be run at the individual portfolio level or across multiple portfolios and sorted according to geographic/industry exposure, position sizes and performance by sector/trader/strategy.