Invest Strategically

Our investment model is based on evidence, not speculation. Get the market working for you and get on with life.

There’s a lot of hype around investment styles. But we don’t deal in hype.

We focus on evidence, and the evidence shows us that our personalised, asset-class approach to portfolio management and diversification works, enabling you to achieve your financial and life goals.

 

 

Invest strategically without speculation

Our investments are managed strategically to a fiduciary standard.

Over the past 50 years Nobel Laureates like Prof. Eugene Fama, Prof. Harry Markowitz and Prof. Bob Merton, have added enormous depth and rigour to our understanding of how financial markets work.

While there is still much to learn about financial markets, we base our investment decisions on the best knowledge available and build robust, sustainable and risk-managed investment portfolios.

We are founding members of the Global Alliance of Independent Advisors (GAIA) and Capital Partners holds a Center for Fiduciary Excellence (CEFEX) certification.

Our team takes away the day-to-day burden of managing your financial planning and investment portfolio and gives you greater clarity, certainty and confidence for the future.

Working with our trusted research and implementation partners, our Investment Committee leverages a formidable global trading-desk network and institutional pricing to manage strategies and tailored portfolios that meet our rigorous standards and your objectives.

The result: consistent performance driven by philosophy, evidence, process and execution.

Align your personal values with your money.

Whether it’s the VW emissions scandal, Nestle’s use of child labour or reducing fossil fuel emissions, investors around the world have strong opinions and they want to back companies that take their social responsibilities seriously by investing strategically in a sustainable future.

Our sustainable investing strategies take a responsible approach by balancing the need for a robust investment return with environmental and social responsibility objectives, along with sound governance. Through a rigorous screening process, investors have the benefit of a greener, more socially responsible investment portfolio. We can prove that it is possible to do well by doing good.

Read our Sustainable Investing Report Whitepaper.

Watch our Sustainable Investing Webinar.

Optimise your portfolio

Talk to our Investment Committee and management specialists to find out more about our evidence-based, goals-focused approach to investing and how we’ll tailor a strategy to suit you.