Investment Strategies
For over 20 years, Capital Private Wealth has partnered with leading businesspeople and high-net-worth individuals and families to manage, grow and protect their wealth. This gives us a unique grasp on the solutions that work and truly make the difference.
Your Private Wealth Adviser will consider a broad range of investment options to determine the investment strategy that’s right for you, based on your wealth aspirations and risk preferences.
The advice we provide is informed by sharp market analysis and world-class research and is supported by a robust investment framework.
We design solutions that deliver on:
- Wealth creation
- Capital protection and preservation
- Cashflow optimisation
- Debt management
- Income requirements
- Tax effectiveness
We handpick ‘best of breed’ opportunities including:
- Domestic and international equities
- Property
- Fixed interest
- Cash and term deposits
- Investment lending
- Exchange traded funds
- Hybrid securities
- IPOs
A refreshingly different approach to managing your wealth
Our approach to managing your wealth is not only different but proven – being recognised as best-in-class by a range of highly prestigious industry awards.
We combine our wealth management expertise and intimate knowledge of a range of specialist industries, with our entirely personal service, to maximise the potential of your wealth.
