Waves Invest
Easy, Quick, Clear-cut
Not everybody wants a full life and financial plan. We get that.
And we know that you’re busy, especially during the Caribbean and Mediterranean seasons. That means you just don’t have time to think about a dedicated financial plan.
But you want to do something with your money.
You need something trustworthy and quick.
Your solution is Waves Invest.
“I don’t look to jump over seven-foot bars; I look around for one-foot bars that I can step over.”
Warren Buffett
Clear-cut Investing
Waves Invest is designed to make investing accessible and straightforward. Here’s how:
First-class fund manager
Waves Invest places your money in funds of funds managed by Momentum Global Investment Management. Momentum is one of the premier investment houses in the world, with a proven track record of integrity and investment returns.
Normally, you would need to be investing a lot more to gain access to Momentum’s investment opportunities, putting their expertise out of reach for most yacht crew. Through our exclusive partnership, we offer you entry at a substantially lower minimum investment.
Premium Funds
Your money will be invested in two of Momentum’s funds of funds:
1. Global Sustainable Equity Fund—an international fund with a strong tech sector focus.
2. US Dollar Growth Fund—a fund that predominantly invests in the USA, the world’s largest and most powerful economy.
Low minimum monthly contribution of USD/EUR 1,000
Waves Invest has a very accessible entry requirement, making it affordable for all superyacht crew. You can invest in Waves Invest via standing order for as little as USD/EUR 1,000 per month.
You’re in control—no fixed or long-term commitment
When you invest in Waves Invest, you can invest for as long as you want to. There is no minimum investment period. You can also increase or decrease your monthly standing order whenever it suits you. (Note: the minimum monthly investment amount is USD/EUR 1,000.)
Easy access to your money
We’ve made it easy to cash in your investments when you want to. No long wait times. Under normal circumstances, you should have your money within 10 working days from receipt of your signed paperwork.
No surrender fees
Waves Invest is designed so that when you cash in your investment, you receive the full 100% of your investment value at the time your investment is surrendered. (Note: there may be bank transaction or transfer fees.)
Easy-to-understand fee structure
Waves invest has a clear-cut fee structure. There are two fees to keep in mind.
1. A 5% entry fee on each contribution to cover our work with Momentum, setting up your account and the admin fees associated with paying your monthly investment into the fund.
So on a USD 1,000 contribution, USD 950 is invested in the funds.
2. A low annual fee of 1.75% to pay for the ongoing management of the investments and, of course, account maintenance.
Easy and fast to set up
Setting up your Waves Invest investment is steam-lined and straightforward. There is a form, of course (see below). And you’ll need to provide a captain’s letter, and pass a quick ID check on a face-to-face call with a dedicated Waves Invest consultant for anti-money laundering purposes. But the process is fast, making Waves Invest an ideal choice for superyacht crew on a schedule.
Waves Invest is the ideal solution for superyacht crew who are looking for an easy, affordable and flexible investment strategy.
If you’re not quite ready for a tailor-made financial plan built around your medium- to long-term goals, then Waves Invest gives you the chance to invest money in a fund of funds managed by a gold-standard investment house.
Maximum flexibility. Minimum fuss.
There are two steps to take if you’d like to get started with Waves Invest:
1. Fill in and submit the form below
Filling in the form doesn’t commit you to anything, but does provide us with the information we need to have a productive face-to-face call with you.
2. Book a face-to-face fact-finding call
When you submit the form, you’ll be taken to a confirmation page with a link to set up a face-to-face call with us at a time that suits you.
On the call, we can answer any questions you have, confirm your identity to comply with anti-money laundering regulations, and take any additional information we need to progress your application.
You won’t have to agree to anything during the call, and your investment in Waves Invest won’t start until you have completed and confirmed your application, and we have all the documentation we need, for example your captain’s letter.
Protection for superyacht crew
Achieving financial independence relies on your ability to earn. So does the financial stability of your dependents. What happens when you can’t work, due to (temporary) ill health or worse? We’ve got you covered.
What your colleagues say
Remember: Our life goal is to help you achieve your life and financial goals.
Are you ready for your ideal, independent life? Let’s find out together: