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What Is A Concierge Trading Service?

Under Dualix’s Concierge Trading service, you’re assigned a Personal Trader. Your Persona; Trader is a lot like a personal assistant, except their responsibility is to take care of your trading and investment strategies.

As a licensed portfolio management firm, Dualix offers premium clients the possibility to assign their personal or corporate trading and investment obligations to one of our many qualified portfolio managers under our command.

Join the Concierge Trading Service

Join the Concierge Trading service today and meet your dedicated personal trader who will build a personalised investment strategy according to your expectations and their professional assessment of your risk profile. 

* Risk Warning: Trading in forex and CFDs could lead to a loss of your invested capital.

Who needs a Concierge  Trading Service?

Who needs a Concierge
 Trading Service?

For the first time ever, Dualix is offering a full time managed Portfolio Account Manager to our premium clients. Your assigned Portfolio Account Manager will act as a Personal Trader who will analyse the market, identify potentially suitable opportunities and place trades for you. This unique service and exclusive experience are only available for a limited time. Let the professionals do the hard work for you and seize more opportunities in the market.

Do you want to know more about what a personal trader does?

Talk to one of our portfolio managers today.

Concierge Trading
Overview

Our trading professionals keep their finger on the pulse of the financial markets to ensure they never miss a beat. Besides relieving you from the immense pressure the markets can cause, there are other popular reasons traders love our concierge trading service.

  • Guide Your Personal Trader

    Benefit from an open
    dialogue with your
    personal trader to discuss ideas concerning your investment strategy.

  • Regular Feedback

    Get regular performance meetings and statements
    to assess the
    performance and goals of
    your portfolio.

  • Exposure Management

    Do you want to manage the amount of risk or exposure to certain asset classes, no problem, just inform your personal trader.

  • Professional Managers

    Your personal trader is a professional trader who meets rigorous criteria to ensure their suitability.


  • No Extra Fees

    There are no performance or management fees. to use the concierge trading service with Dualix.

  • No Lock-Ins

    There is no lock-in period
    or penalties for
    withdrawing some or all
    of your invested capital.

What our Concierge Trading Service can offer you

Most investors are looking to invest and grow capital earned from other means and not to take on another full-time job as a financial markets professional.

Attention to detail
How the markets behave depend on the season, day of the week and even the time of the day and many economic and geopolitical factors. Our professionals are dedicated to seeking the best opportunities in all conditions, regardless of the time of the day.
Leverage experience
It’s not enough to know if the market will go up or down. Our professional traders identify the best moments to open and close your trades to maximise profit and reduce downside risk. Their marketing timing experience is impeccable.
Access knowledge
Just like you would hire an accountant to manage a business’s finances or a lawyer to deal with legal issues, why wouldn’t you want to hire a qualified investment professional to manage and execute your trading and investment strategies?
Preserve your time
Avoid falling into the same trap as many time deficient investors do by making hasty decisions based on superficial market analysis. Instead, delegate the time consuming to a diligent professional trader.
Safety & security
Dualix is a licensed investment firm and portfolio management company, licensed by The Cyprus Securities and Exchange Commission (CySEC License No. 145/11). Your funds are kept in segregated accounts held with top-tier European banks.
Sturdy risk management
Money management and risk management are essential components to investing and growing wealth but are often overlooked. We’re able to offer clients enrolled in the concierge trading service a target stop loss if your equity falls below 10%, we’ll exit you
Sign up

* Risk Warning: Trading in forex and CFDs could lead to a loss of your invested capital.  

Dualix VIP

All clients of the Concierge Trader Service enjoy exclusive VIP benefits and highly competitive trading fees, closely aligned with the ultimate objective of preserving and growing wealth for our premium clients.

Dualix Priority

Minimum opening balance

€100,000

Dualix Elite

Minimum opening balance

€250,000

Dualix Premier

Minimum opening balance

€500,000

Dualix Prestige

Minimum opening balance

€1,000,000

* Risk Warning: Trading in forex and CFDs could lead to a loss of your invested capital.

What’s the difference between these tiers?


All the costs are the same, every package offers you the most competitive fees to help maximise the growth of your investment account. The primary difference revolves around the notion that the more you invest, the more opportunities your Concierge Trader can take to generate growth.


Each tier comes with exclusive benefits, such as investment seminars held in major cities near you, or international retreats to luxurious destinations where our investment professionals guide you on how to maximise your wealth and reach your full potential. These events offer exclusive networking opportunities where you can meet like-minded individuals that are ahead of their game and looking to keep it that way by investing with Dualix.


To know more about the exclusive benefits Dualix offers to its VIP clients, reach out to one of our investment account managers today.

Start Investing With Dualix

Let the professionals do all the heavy lifting and trade on your behalf. Take advantage of your personal trader’s guidance, knowledge and expertise.

Get Started

* Risk Warning: Trading in forex and CFDs could lead to a loss of your invested capital.

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