At Kapwealth we want to help you achieve your goals and objectives. Whether you want to achieve growth of your wealth, provide an income for later in life, or to preserve capital to pass it on to future generations, we are here to assist and help plan a path.
Our highly qualified team can support you in a variety of ways depending on your unique requirements. Either as a wealth management client, which will give you access to our fully managed in house investment portfolios or via our advisory and personal service which allows you to manage your own money through one of our online investment platforms.
Kapwealth operates with various partners, nominating a prime broker and custodian, it ensures clients’ assets are held with leading depository institutions, regulated by the Financial Conduct Authority (FCA).
Many of us would agree our ambition for our money is simple - to make the most of it. Having an investment manager monitoring and making the day-to-day investment decisions on your behalf is one aspect of this. But having the trust and faith that you are in the right hands is about more than technical skill - it is also about personal understanding.
It is imperative we begin by understanding your ambitions, your attitude to risk and your investment time horizon. Based on these factors, we will help invest your money across a selection of assets that enable you to balance risk and return in accordance with your risk profile and circumstances. We are available in person, over the phone or by email and we will annually review your plans to help keep you on track.
To Find out more Call +44(0) 203 9506214