Your life savings, your pension, your business. Whatever it is, it’s yours and has been hard earned, so it will be invested intelligently and securely.
Finding the right investment approach for your goals is what matters. Your investments should reflect what you want to get out of life. We’re here to make sure they achieve the best possible returns and that your investments (and you) stay on track.
It could be a lump sum or regular monthly savings. No matter whether you are investing in an ISA, your pension or SIPP, or any other investment account, we can make provision for all of your financial needs. Investing is what we do well, so you can spend your valuable time doing what you love
Investing is a long-term, considered pursuit and ‘beating the market’ isn’t a plan any more than ‘having more money’ is a goal. The best way is to invest intelligently, build a healthy well-balanced portfolio and give your money the space to grow in the long term.
There are no guarantees in investing, but we believe that mapping your portfolio to your goals, sticking to your plan and checking in from time to time to stay on course is the best way to make the most of your money in the long term.
A lump sum of £1million invested for nine years produced an annualised return of 7.92%, a gain of £987,685.
*Notes: Capital 60/40 portfolio, 19.02.2011 to 19.02.2020, gross total return before costs. Source FE Analytics. Please note that past performance is not indicative of future performance and you may get back less than you invested.
There are tricks of every trade or profession – things the experts know. When it comes to investing, you need to know the Magnificent Six. Straying from these golden rules will only damage your outcome, but following them will help you to achieve your life goals.
Investment charges are the single biggest factor in determining your net returns.
Investing in the world’s most successful companies will deliver growth in the long term.
Investing is not risk-free. Low risk and high returns don’t exist. Learn how to be comfortable.
The investments markets don’t sleep, they work 24/7. You can outwit seven billion people.
Avoid knee-jerk reactions and ride out the turbulence. We act as your coach to prevent you from making harmful choices and help you stay on course.
Diversification is your free lunch. Ups and downs will still happen. What a diversified portfolio will do is help to cushion the blows and allow for a quicker recovery.
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Compounding makes money on top of the money you’ve already made.
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We focus on you, your destination and how to get there.
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The progress of your investments towards your life and financial goals.
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Building a strategy to fund future school and higher education costs.
If you are interested in investing with a Green, Ethical, Environmental or Socially Responsible perspective, Capital offers ESG (Environmental, Social and Governance) portfolios.
Research is increasingly evidencing that this investment approach is effective in mitigating portfolio risk, whilst generating competitive investment returns. Ultimately these elements are what help investors to feel good about the investments they own, which is what we at Capital thrive upon.
Meeting your investment goals while satisfying your values around sustainability does not need to be mutually exclusive.
All portfolios managed by Capital have ‘daily liquidity’. What this means in practice is that you can access your funds at any time, upon request. There are no exit charges, no penalties or lock-ins –after all, it’s your money.
In practical terms, there is an administrative process which may mean that we must instruct your investment administrator to sell the funds and transfer the proceeds so that the funds can be sent directly to your bank account. We usually ask for around two weeks to go through that process but in practice, it’s often quicker.
Learn about how your money will be invested, where and why.
Any investment comes with risks, but the biggest risk is not achieving all the things you want for you and your family, or running out of money in the years ahead.
Together, we’ll find the level of investment risk that lets you sleep at night. But we’ll also take away those worries about the future and set you on a clear path to financial security and peace of mind.
I have found Capital Asset Management very easy to deal with. They initially provided all the help and advice in order for us to decide which investments best fitted our needs. Busy lifestyles, however, make it very easy, if you’re not careful, to put off providing information, returning documents and generally taking the necessary actions! I have been very impressed with how Charles, our adviser, has gently prodded and reminded us to do this and his ongoing patience and flexibility has helped us get to where we want to be.
As a fairly modest and necessarily cautious investor, I find that having placed our trust in Capital it now provides me with a comforting and satisfactory degree of security regarding our financial planning. After their careful and thorough initial research, my portfolio was assembled to suit my particular requirements. I now appreciate their regular friendly and knowledgeable advice which gives me substantial peace of mind.
Capital Asset Management were recommended to us by a friend who had had excellent investment results over a 10-year period. Our experience has been similar, over 7 years, with consistent attention to our investments, enabling us to rely on only one meeting a year, otherwise leaving the details to them, with confidence. As we are both in our 80's, their senior director visited us in our home for the annual meeting this year. I can confidently recommend Capital Asset Management.
A professional boutique IFA that provide detailed analysis of assets, follow a diversified investment approach to financial planning and react to circumstantial change. The fees are transparent and fair, they generate the feeling of financial security and peace of mind, offering easy to follow logical guidance to safeguard the future. What more could you need.
Capital Asset Management is an award-winning independent and Chartered Financial Planning and Wealth Management firm based in the City of London.
Capital helps you to discover what you want from life, and designs a personal financial plan and robust investment portfolio to get you there. We guide you every step of the way and keep you on track for the future you deserve.
Simply fill out the form below or phone 020 7398 6600 and we will be in touch.
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