Build
Your Wealth
Owning a diversified portfolio of assets over time is a proven strategy for building your wealth.
Maintain
Your Purchasing Power
Preserving the purchasing power of your money is critical for funding your future lifestyle.
Achieve
Your Goals
Staying invested is a proven way of meeting long-term goals, like maximising your retirement income.
What is Intelligent Investing™?
The roots of our investment programme come from investment theory and academia drawn from the work and research of three Nobel Prize winners.
We often refer to the way we invest as a ‘systematic’ or ‘evidence-based’ approach. It is a disciplined, rules-based, and unemotional approach to investing.
What are our core investment principles and beliefs?
In a systematic approach, returns come predominantly from markets, not from fund manager skill.
Investing in a broadly diversified portfolio where costs are controlled and kept to a minimum is at the very heart of our investment approach.
How do we build our clients' portfolios?
Building portfolios for our clients requires research, due diligence and a healthy dose of common sense.
Our investment process is a three-stage model, which we’ve been running successfully for over 10 years.
Download our guide to
Intelligent Investing™
More about Investing from our blog
The Art, the Science and the the Practice of Successful Investing
Here at Capital, one of the leading global fund managers we partner with is Dimensional Fund Advisers (DFA). Their founder and chairman, David Booth recently published an article that is worth sharing with you. The
The only ‘free lunch’ in investing
Life is a fascinating journey filled with unexpected twists and turns, and sometimes we’re faced with opportunities that seem ‘too good to be true’. In 1965, a 47-year-old smart French property lawyer named Andre-Francois Raffray
I can get 4% on cash deposit now – why would I invest in the markets?
Every year there is an investment winner. One ‘asset class’ that deliver better returns than all the rest. Cash is rarely that asset class. It’s a conversation that comes up regularly in our client meetings
The Secrets to a Sensible Investment Philosophy – your Regular Reminder
At our core, we firmly believe that adopting a systematic approach to investing is the key to a successful investment journey. Rather than relying on empty promises, we emphasize the importance of evidence-based and logical
An important update about trusts
For some, the word trusts conjure up thoughts of super-rich families trying to protect their money, but in fact, many of us use trusts in our routine financial planning. The most used trusts are will
Lessons from Silicon Valley Bank’s demise
The spectacular work ‘Another Place’ by the British sculptor Antony Gormley[1], of one hundred naked men scattered along 1.5 miles of Crosby Beach in Liverpool, provides a useful twice-daily reminder about hidden risks in the financial world. As