London & Capital Asset Management Limited
has joined forces with Novia to provide Advisers with discretionary
management outsourcing solutions through the Novia wrap
platform.
London & Capital is a leading independent wealth manager
with US$3.0billion under management. Since 1986 we have been
providing exceptional wealth management services to private clients
and their families, trusts and financial intermediaries, as well as
institutions. Unrestricted by any corporate affiliations we have
complete freedom to choose from the best managers in the
market.
We focus on investing in both traditional and alternative asset
classes to create diversified multi-asset portfolios. Our
investment philosophy is simple: we believe that optimised dynamic
asset allocation drives consistent investment returns over the
longer term.
London & Capital Asset Management Limited, 4 Triton Square,
Regent's Place, London, NW1 3HG, is authorised and regulated by the
Financial Services Authority.
London & Capital Managed Portfolios
Key features:
- 10 Risk Graded Portfolios
- 25 bps charge for discretionary
management
- Capital protection (ability to move into
cash)
- Monthly contributions from
£100
- Lump sum investments from
£1,000
- Quarterly rebalancing as
required
- Diversified multi-asset
portfolios
- Mix of active and passive investments
including ETFs
- Portfolios actively managed
The London & Capital Managed Portfolios are 10 risk graded
portfolios aligned to clients' risk appetites. Each portfolio is
constructed to spread risk, providing diversified multi-asset
portfolios designed to protect capital and provide sustainable
returns within a tight risk control framework.
The key input for the asset allocation decision is London &
Capital's macro outlook and our expectations for key markets such
as currencies, bonds and equities. This creates the framework for
the asset allocation decisions with a risk/return overlay.
The portfolios are actively managed. We rebalance the portfolios
on a quarterly basis to ensure that the allocation remains aligned
to the original risk profiles. Additionally the portfolios can be
updated to make the most of the changing economic environment. For
example, each portfolio is able to move into cash in volatile
markets to protect clients' capital.
Access to the different asset classes is gained through the most
appropriate route given the likely risk/return profile. For
example, consideration is given to active managers to pursue alpha
in markets where it can be shown that they outperform the index. In
more efficient markets (the major equity markets for example)
efficient access can be achieved through exchange traded funds. The
portfolios are constructed so the risk/return can be adjusted
across asset classes and within an asset class or sub asset
classes.
Lump sum investments start from just £1,000 with monthly
contributions starting from £100. London & Capital
charge 25bps for the discretionary managed portfolios. Portfolios
are administered across the Novia platform, giving both adviser and
client 24/7 access. Regular statements are sent from Novia, as are
all transaction notifications. London & Capital can provide
quarterly portfolio manager commentary, macroeconomic reports and
outlooks for each asset class for the next quarter. Our fund
management team will be available where needed and our broker
support desk is only a phone call away.
Contact
For more information please contact London & Capital -
Bruce Ely-Johnston:
0207 396 3200 / bruce.elyjohnston@londonandcapital.com
or Paola Forsberg :
0207 396 3287 / paola.forsberg@londonandcapital.com
Further Information
London & Capital Asset Management
www.londonandcapital.com
