Our adviser-led asset management service is a full end-to-end proposition, from identifying client objectives and risk appetite to designing a framework, portfolio construction and management, to ongoing monitoring and reporting. We can even help you with finding a custodian.
London & Capital
London & Capital Group Ltd
Two Fitzroy Place
8 Mortimer St
020 7396 3200
London and Capital is a specialist private wealth and institutional investment management company with a capital preservation philosophy which stretches back to 1986.
The company is employee-owned and has over 100 employees worldwide, with its Headquarters in
London as well an office in Barbados.
As of 31st March 2019, the firm have over £2.9 billion in assets under management and about one-third of these assets are managed on behalf of institutional clients, predominantly insurers. These portfolios encompass a wide range of strategies and risk appetites from highly constrained and conservative bond mandates to broader multi-asset solutions.
The key differentiator is London and Capital’s quality of service and provision of an end-to-end solution to insurer’s needs. We view our relationships as a partnership and engage in detail with existing and prospective clients to help them identify and define their requirements, establish suitable guidelines and risk tolerances, and then to construct suitable portfolios within their risk budgets. This is complemented by a comprehensive reporting suite which covers all the main accounting requirements as well as regulatory reporting such as for Solvency II. We will even arrange a custodian for your assets, if required.
Our entire institutional service offering to you is covered by a single agreed fee rate, with no hidden extras.
Our end-to-end service:
Identify - We work with you to identify the key drivers of your business, your objectives and what the liquidity and cash flow requirements are, as well as constraints such as the amount of solvency capital available.
Establish - With the information above, we help you to establish a realistic investment risk appetite which gives both a target and an upper limit of the investment risk you are prepared to take. We help ensure that this is a value that is easy to understand and that the board and/or the investment committee are comfortable with.
Develop - Given your risk appetite and your liquidity requirements, we will assist you in developing a suitable investment strategy, including defining acceptable asset classes and investment limits. We are happy to provide workshops on investments to help guide this process so all stakeholders are satisfied that they understand how each element interacts and how the strategy may respond to different market conditions.
Construct - Once your strategy is agreed, our investment experts will construct a portfolio to meet your requirements, while taking into account current market conditions. Therefore your portfolio will change over time as we seek to take advantage of opportunities or avoid unacceptable risks, while remaining within the agreed guidelines.
Report - In addition to attending your Board and Investment Committee meetings, we will provide you with access to a comprehensive reporting suite which will provide you with daily portfolio details, risk metrics and compliance reports as well as reconciled monthly positions suitable for your financial and regulatory reporting requirements.
Areas of specialisation:
- Asset Management
- Regulatory Reporting
- Investment Strategy
- United Kingdom
Partner, Head of Institutional Business
Kate joined London and Capital as Head of Institutional Business in October 2017, with a brief to build and enhance the existing institutional foundations and expand the client base into new areas. Kate joins from P-Solve where she was a director providing an out-sourced CIO service to clients
Chris is a relationship manager, developing our ReCo business, servicing cell captives in the US and Europe. He regularly travels to the US, Bermuda and Cayman attending client board meetings. Chris has degrees in Economics and Law from the University of York, holds the DipCII designation and level 1 CFA.
Executive Director and Head of Caribbean Office
Lisl provides further support and expert services to our network of Caribbean clients. With over 20 years of investment experience, Lisl has held both Board and Senior Executive roles for multiple multinational organisations. She has an Engineering degree from Southampton University and is a Fellow of the ICAEW.