We start by asking about your long-term goals and objectives and compare them to your current asset allocation. Then we analyse your attitude to risk. We construct and implement an asset allocation plan with you using all the asset classes and with your preferred bank providing the account. The portfolio strategy is expressed using passive investment funds to reduce costs to as low as 0.04% p.a.
We advise on, co-manage and administer several billion dollars of private equity investments on behalf of our clients. Our investment universe is multi-sectoral and we are regularly able to offer investment opportunities to clients in club deals and co-investments. The high calibre of B Capital clients means we see a constant flow of deals in which our investors can participate.
Since 2008, we have supported high net worth individuals and their families in managing, protecting and growing their wealth. We offer a family office service to our clients with round the clock banking support and advice to ensure that daily banking needs are met. We also work for other family offices and trustees under specific mandates to help achieve their aims.
In our London office we have a Lending Solutions desk, which is dedicated to helping clients borrow in a cost-effective and efficient way. We work with a panel of over 50 lenders, including commercial and private banks, lending funds, family offices and specialised lenders for bridge finance, property deals, yacht and jet finance, amongst other types of loans.
Privacy and ongoing confidentiality are very important for wealth protection and the security of our clients. We select and recommend trustees according the needs and geography of our clients. We advise clients on the benefits and costs of the proposed trust solutions and act as an independent advisor on a constant basis. We regularly act on behalf of clients providing corporate holding vehicles.
Our team is comprised of people with experience in many disciplines of finance, but we all have this in common - a commitment to ethics and integrity. We have worked together as a team for two decades and have seen many economic cycles and financial crises. This experience is what you need for the future . You can count on unbiased recommendations and impartial guidance.
We set up balanced investment portfolios where on average the total expense ratio of the passive funds is just 0.14% per annum. Some funds charges are as low as 0.04%. We advise clients how to construct low-cost multi-asset portfolios covering all markets in order to manage the risks and to optimise the returns.
The Cloud or Online Retail? Social Media or Blockchain? We have access to the most exciting technology fund, managed by an experienced investment team with a record of advising ‘big tech’ companies on how to grow and go public. The next large-cap tech IPO stories are already existing investments and should be part of every smart asset allocation plan.
We have been working together for many years and we know our clients and their families well. If you want a close-knit team offering impartial advice combined with loyalty, discretion and good service then get in touch with B Capital today.
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