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"At London & Capital we believe financial problems are there to be solved. Over the past 25 years our investment professionals have delivered wealth management solutions to hundreds of individuals, families and institutions."A welcome message from our Chairman:
Sir David Michels
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"Over the past 25 years we have learnt that we first need to understand your concerns and objectives before developing a strategic investment plan."
- Advisers
"A clear investment process that combines robust risk management with clarity of thought has been our strength for more than 25 years."
- Institutions
"At London & Capital we understand what is important for building successful long-term relationships – clear governance, robust risk management and strong investment performance."
- Investment strategies
"With our focus on managing risks and maintaining a consistent investment process we have succeeded in preserving and growing capital through volatile market conditions."
- Asia
"Asia’s economy is undergoing dramatic change. Our specialist team in Hong Kong is ready to deliver the latest financial solutions to individuals, families and their businesses throughout the region."
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London & Capital
Investment process
As market conditions change, we adjust the investment mixture through a dynamic tactical asset allocation framework. We reduce exposure to risky assets during volatile times to protect the value of your wealth, and increase exposure when we believe the time is right to capture growth from appropriate investment opportunities. We invest only in liquid securities that are easy to value so that we can trade positions quickly and have the freedom to move into 100% cash to protect capital.
As an independently-owned business, London & Capital is free to choose from a wide universe of actively managed funds, passive trackers and direct equity and bond holdings:
- Our manager selection process involves strict due diligence on all funds, combining quantitative and qualitative assessments.
- We monitor funds continuously and make changes if a manager is no longer meeting its investment objectives.
- For individual equity selection, our proprietary in-house system screens a list of global companies, looking for healthy balance sheets and strong and sustainable dividends with attractive yields.
- To select corporate bonds we assess the underlying fundamentals of the issuing company.
Active risk management techniques are a core component of London & Capital’s investment process, and are instrumental in reducing downside risk and volatility.
