For clients seeking a service where active asset allocation and quality research is delivered in a simple and transparent manner, but for whom a separate bespoke discretionary management service might not be appropriate, we feel that our portfolio range could be an ideal solution.
The team behind our portfolio management service comprises of Jonny Wiseman and David Davies. Having worked together successfully in the past, they were attracted to XCAP to fulfil their idea of establishing a relationship led Asset Management business, based on strong values, robust processes, with complete transparency and the highest level of service.
We believe that any investment management offering must have, at its heart, a robust and scalable investment process. All of our holdings have been subjected to our proprietary screening processes, blending quantitative measures with a range of more qualitative screens.
We are conviction managers and seek out fund managers who not only share that philosophy but manage money in the way that we ourselves would. As genuinely multi asset investors, our portfolios major on active asset allocation. Each holding must be meaningful and stand on its own merits. Liquidity is also key.
A clear understanding of risk and the ability to offer a range of risk rated portfolios drives our portfolio management service.
We offer the following portfolios, delivered via a blend of collective funds and/or ETFs -
Our charging structure is highly competitive and, above all, transparent.