Portfolio Management
By taking the time to understand your investment needs, we build a bespoke investment strategy that meets your requirements over an economic cycle. Our goal is to design the most efficient portfolio for each client’s risk profile and to focus on an optimal asset allocation for a given level of risk. Through enhanced macroeconomic analysis, we constantly strive to outperform defined benchmark portfolios and to deliver superior returns based on your specific investment profile. Together with our partners, we use market leading research and enhanced due diligence to select the best performing investment managers of proven skill and consistency.
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By taking the time to understand your investment needs, we build a bespoke investment strategy that meets your requirements over an economic cycle. Our goal is to design the most efficient portfolio for each client’s risk profile and to focus on an optimal asset allocation for a given level of risk. Through enhanced macroeconomic analysis, we constantly strive to outperform defined benchmark portfolios and to deliver superior returns based on your specific investment profile. Together with our partners, we use market leading research and enhanced due diligence to select the best performing investment managers of proven skill and consistency.
Asset Management
We execute discretionary investment strategies for our clients which are actively managed by our preferred fund managers who are chosen based on extensive due diligence, proven track records, best-in-class management and consistent performance.
Our offering includes:
- Capeo Dynamic Credit Opportunities Fund
- Capeo Global Balanced Actively Managed Certificate (AMC)
- Pecora Manning & Napier High Yield Fund
- Capeo Pentagon Credit Select Fund
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We execute discretionary investment strategies for our clients which are actively managed by our preferred fund managers who are chosen based on extensive due diligence, proven track records, best-in-class management and consistent performance.
Our offering includes:
- Capeo Dynamic Credit Opportunities Fund
- Capeo Global Balanced Actively Managed Certificate (AMC)
- Pecora Manning & Napier High Yield Fund
- Capeo Pentagon Credit Select Fund
Special Opportunities
Our extensive network and relationships allow us access to highly exclusive opportunities in private equity, private placements and other capital market opportunities. These investments offer excellent diversification to our client’s portfolios as an alternative asset allocation, and historically have spanned a wide range of sectors such as Aviation, Hospitality, Energy, Blockchain, FinTech and MedTech.
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Our extensive network and relationships allow us access to highly exclusive opportunities in private equity, private placements and other capital market opportunities. These investments offer excellent diversification to our client’s portfolios as an alternative asset allocation, and historically have spanned a wide range of sectors such as Aviation, Hospitality, Energy, Blockchain, FinTech and MedTech.
Wealth Management
We work closely with expert partners and advisors, who provide both traditional and modern wealth management solutions. This includes trusts, foundations, domiciliary companies, PPLI structures and Lombard Lending services. At all times, the objective is efficient structuring of our clients financial needs to ensure successful intergenerational wealth transfer and robust tax and estate planning.
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We work closely with expert partners and advisors, who provide both traditional and modern wealth management solutions. This includes trusts, foundations, domiciliary companies, PPLI structures and Lombard Lending services. At all times, the objective is efficient structuring of our clients financial needs to ensure successful intergenerational wealth transfer and robust tax and estate planning.
Discretionary Fund Management
Capeo Wealth provides Discretionary Fund Management (DFM) services to independent financial advisors, wealth managers and institutions. Given the size and depth of the offshore investable universe, choosing funds, optimising asset allocation, and constructing portfolios can be daunting. At Capeo, we are mindful of this and have designed tools and processes to help simplify the process, so you make the best decisions, with your clients’ needs and objectives front and centre. With our roots, networks, and experience in both developed and emerging markets, partnering with us provides a robust complement to our clients offshore investment offering.
We provide a customised, differentiated investment solution designed specifically for your business, tailored to suit your agreed mandates, risk appetites, ESG preferences, and benchmark in order to deliver an expected outcome. The portfolios are hosted on a platform of your choice.
We encourage your continued involvement in the investment process and proposition, and offer you extensive access to our investment expertise, while most importantly, retaining control of your client relationship and experience. Our objective is at all times, to work alongside you and help your business grow.
View our Portal
Capeo Wealth provides Discretionary Fund Management (DFM) services to independent financial advisors, wealth managers and institutions. Given the size and depth of the offshore investable universe, choosing funds, optimising asset allocation, and constructing portfolios can be daunting. At Capeo, we are mindful of this and have designed tools and processes to help simplify the process, so you make the best decisions, with your clients’ needs and objectives front and centre. With our roots, networks, and experience in both developed and emerging markets, partnering with us provides a robust complement to our clients offshore investment offering.
We provide a customised, differentiated investment solution designed specifically for your business, tailored to suit your agreed mandates, risk appetites, ESG preferences, and benchmark in order to deliver an expected outcome. The portfolios are hosted on a platform of your choice.
We encourage your continued involvement in the investment process and proposition, and offer you extensive access to our investment expertise, while most importantly, retaining control of your client relationship and experience. Our objective is at all times, to work alongside you and help your business grow.
Philanthropic Advisory
Capeo Wealth is proud to have partnered with The Taylor Foundation to offer our clients a pro bono philanthropic advisory service. Through the Enable Fund, a global tax-deductible platform for greater social impact, we provide you with the opportunity to leverage your wealth to create a meaningful legacy. With over 40 years of combined experience and working across 43 countries, The Taylor Foundation’s well credentialled team of advisors will ensure your philanthropic journey is a smooth and effective one.
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Capeo Wealth is proud to have partnered with The Taylor Foundation to offer our clients a pro bono philanthropic advisory service. Through the Enable Fund, a global tax-deductible platform for greater social impact, we provide you with the opportunity to leverage your wealth to create a meaningful legacy. With over 40 years of combined experience and working across 43 countries, The Taylor Foundation’s well credentialled team of advisors will ensure your philanthropic journey is a smooth and effective one.