Investment Management

Whether you choose comprehensive or directed management planning our consultants use the same process.

Wealth Planning

CapEthica’s Wealth Management Planning Strategy can help you achieve your financial goals by mitigating risk

Asset Management

CapEthica provides a wide range of investment solutions around the world from rigorous fundamental and quantitative active
Exactitude of Investment
exactitude_of_invesment
Exactitude of Investment aims for each client is critical to successful investing

This principle intends to cover the fundamental need to understand investor’s goals and establish appropriate investment objectives.

The important questions such as: how long is your investment horizon and when will you need access to your funds? Do you require a regular income? Is capital growth important at this stage? How much risk can you afford to take?

As your needs and circumstances change you will require your wealth to perform in different ways.

An investment strategy must be flexible enough to take this into account. Our comprehensive portfolio strategies are designed to serve a wide range of distinct “objectives” including:
  • Wealth Protection: Aim is to protect the value of initial investment over a three year time horizon while providing a reasonably stable flow of income.
  • Wealth Stability (Medium Term): The main task is to stabilise the real value of your initial investment over a seven year time scope.
  • Wealth Enhancement (Long Term): The objective is to grow the real value of your initial investment over a nine to twelve year time span.
  • Wealth Generation: To generate attractive real returns over a minimum fifteen year time timescale.
As a result of these calculated steps, we are able to build a portfolio to fit your purpose.