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
Innovation is a vital tool accessing markets, and high performance products are essential to maximising returns

This principle primarily relates to how we generate additional performance on top of that created by asset allocation, while ensuring that our clients receive value.

This approach has been used extensively by institutional investors for some years, but is yet to be widely adopted by private client wealth managers.

Our portfolios offer a carefully constructed blend of various industry investment styles. Each style has its own distinct characteristics and makes an essential contribution to the portfolio’s performance and risk.

Your portfolio will be invested in a wide range of funds, many of which are built specifically to tailor for our clients.

By adopting a multi manager approach we aim to select world leading investment managers within each asset class and market.

  • Active Management to enhance returns
    Active management is an attractive strategy in markets that are less efficient such as those in developing or emerging markets.

  • Utilising the power of Hedge Funds
    Hedge funds employ investment approaches designed to generate returns in a variety of market conditions. These funds can help to reduce the overall risk in a portfolio.

  • Selecting Specialist Funds
    Our specialist funds are targeted to generate more exciting returns with moderately higher risk.

  • Passive Funds for efficient market exposure
    The mature equity markets of the USA, Europe and UK are so highly researched that few managed funds are able to consistently outperform the market. Passive funds that invest in the whole market offer better value and are a natural complement to our actively managed funds.