Investment approach

Derivatives, deployed with discipline.

Discretionary strategies using listed derivatives, designed to seek opportunity across a range of market conditions — within a clear, transparent risk framework.

Who we serve

Built for professional investors.

Who we work with

  • Professional and qualified investors
  • Institutional investors and family offices
  • Experienced private investors who qualify as professional investors

This page is informational only and is not an offer, solicitation or investment advice.

In detail

What we do & how we do it.

Winterbond runs discretionary strategies built around listed derivatives — principally options. Rather than taking a single directional view, we build positioning intended to generate returns from option premium across a range of market conditions — diversifying through structure rather than relying on a single outcome.

Options-based strategies

Volatility-driven positions on listed derivatives.

Adaptive positioning

Adjusted as market conditions change.

Defined risk controls

Position-level limits set to each client's risk profile.

Daily review

Every portfolio actively monitored and managed.

These strategies aim to manage risk across market conditions but do not guarantee a profit — including in falling markets — and your capital is at risk.

Your capital never leaves your own account — there is no transfer of assets to Winterbond. We act only under a limited power of attorney. Getting started takes four simple steps:

1

Open an account in your name

A brokerage account is opened in your own name at a regulated custodian. You remain the sole owner of the account and your assets.

2

Sign the LPOA & investment agreement

You sign a limited power of attorney and the investment agreement. This lets us trade on your behalf — but never to withdraw or move your money.

3

Fund your account

You fund your own account. Your capital stays with you at all times, held individually — there is no pooling of assets.

4

Follow it live, from your phone

Track your portfolio in real time — to the minute — directly from your phone, with full transparency on every position.

Experience

A discipline earned over decades.

Winterbond combines a derivatives-focused trading desk with senior wealth-advisory experience drawn from leading international banks. That pairing — markets expertise alongside client stewardship — underpins every mandate.

About the team
20+

years of senior private-banking experience on the team

100%

of client capital held in the client's own account

Daily

every portfolio reviewed and adapted as markets change

Live

real-time visibility on your positions, from your phone