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
Investment Asset Management
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CapEthica provides a wide range of investment solutions around the world from rigorous fundamental and quantitative active management approaches aimed at maximising profit margins to highly implementing efficient strategies designed to gain broad exposure to the world's capital markets in particular emerging markets.

Our clients can access our investment solutions through a variety of product structures, including individuals and institutional separate accounts, mutual and wealth management funds and other pooled investment vehicles aimed at global capital markets.

The foundation of CapEthica investment strategy is our belief that our clients’ needs are of paramount importance. Our commitment to deliver our promise to investment excellence is anchored in a shared culture that always places a client’s interests first, from individual investors to the world’s largest institutions. CapEthica will always act as a trustee on behalf of its clients.

CapEthica’s investment approach is based on our uncompromising conviction that we can combine our market in-depth insights analysis, our global reach and scale, our proprietary technology, our culture of information sharing and our unwavering focus on risk mitigation management into an ability to deliver performance in all market environments.

In short, CapEthica is committed to providing a broad set of investment solutions for clients striving to achieve the best balance between risk and business opportunity.

Our Investment Management Service is designed for investors who want professionally managed portfolios with local/regional/global exposures.

Also, our Investment Management Service is aimed at clients who want the peace of mind that comes from having a top experienced professionals manage their portfolios.

Moreover, our Investment Management Service has been designed with independence at its heart. We're not owned by a parent group, nor are we affiliated or tied to any fund management house or product provider.

Our investors can, therefore, be absolutely confident that our research, analysis, risk assessment and advices are all impartially conducted in order to support their interests.

The Benefits of our Investment Management Service
  • A dedicated investment Consultant with high levels of experience and expertise who will manage your portfolio
  • A customised portfolio to meet your individual needs
  • Independence of investment selection
  • Strong investment performance
  • Great value for money
  • Detailed semi-annual statement and performance review on annual bases

Expert Support on Your Investments

We provide an insight knowledgeable and highly experienced expert support teams to our clients who will ensure the balance of risk management and investment opportunity is reached under all market environments.

Some of the major benefits of this service are:
  • Your own highly qualified Investment Adviser dedicated to your account
  • Frequent, pro-active communication from your adviser to help optimise the performance of your portfolio
  • A full portfolio review with your adviser every year to ensure your investments are on track to meet your goals
  • Expert advice on the choice of an asset allocation model to support your investment objectives