XCAP Securities plc was formed in 2009, bringing a comprehensive
range of stockbroking and investment management services to private
investors, companies, trusts and pensions. With key staff hand-
picked from leading city firms, the company was successfully Listed
on AIM in September 2010.
Our intermediary offering brings...
Experience
The team behind our portfolio management service comprises of
Nick Roe-Ely, David Davies and Jonny Wiseman. 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.
Nick, head of asset management, has more than 27 years
experience as a fund manager, with expertise in global asset
allocation, international equity analysis and as a highly rated
mutual fund manager.
David, head of business development has spent over 26 years in
the intermediary market, with leading Fund Management Groups,
Boutique Mutual Fund Managers and as MD of a leading IFA.
Jonny, a trained economist and a master in wealth management has
spent most of his career developing investment management processes
and systems specifically for the intermediary market.
Process and discipline
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 intermediary services.
Service is paramount. We are always aware of the reputational
risk which IFAs face when outsourcing investment management and
encourage active contact and dialogue with our supporting and
potentially supporting Intermediaries.
All of this has to be delivered at a reasonable and transparent
cost.
A client and intermediary friendly solution
For those intermediaries seeking a service for their clients
where active asset allocation and quality research is delivered in
a simple and transparent manner, we feel that our portfolio range
could be an ideal solution.
We offer the following portfolios, delivered via a blend of
collective funds and/or ETFs -
- LOW RISK - Income portfolio -Target yield of
125% of that of the FTSE All-Share Index, with prospects for
capital appreciation, UK and international exposure.
- LOW RISK - Higher income portfolio - target
yield of 150% of that of the FTSE All-Share Index, with prospects
for capital appreciation, no geographic or asset class
constraints.
- MEDIUM RISK - Balanced ETF portfolio - A
portfolio of high quality ETFs, offering global exposure.
- MEDIUM RISK - Balanced portfolio - A global
portfolio majoring on funds investing in dynamic companies. Will
produce some yield, although with no specific yield target.
- HIGHER RISK - Growth portfolio- Investing
globally in more `conviction` funds.
Competitive charges
Our charging structure is highly competitive and, above all,
transparent.
For further information, please contact your Novia Regional
Sales Manager or David Davies at XCAP Securities plc on - Direct
Line: 01625 546433 - Mobile: 07584 280016 or david.davies@xcapgroup.com
