Investment Strategies

We offer a unique approach to financial planning services, providing a depth of resources, attention to detail when it comes to client relationships and access to a broad and proven selection of financial strategies.


We achieve our success by a focus of combining innovation and vision with a firm commitment to offer long-term investment opportunities to high-net-worth individuals, corporations and institutions by judiciously evaluating all the attributes of a client's financial health to create a planned approach to their long-term financial security.


The outcome of our initial assessment can be adjusted at any time according to a client's changing circumstances. They are always informed about their financial success and how we can improve on creating a financially secure and resourceful future to deliver profitable risk-adjusted returns and tax efficiency.


The prevailing investment principle in Capital Strategy Partners’ philosophy was derived from our belief that effectively managing risk is the key to long-term financial security. To achieve this we rely on proven technologies and tools that guide us through the investment decision-making process.


We need identify a client's risk tolerance, having first taken a look into their financial structures and then establish what they require in realising their investment goals.


The next step is to create a tactical investment mix in major asset classes and find companies that regularly outperform their peers. We then carry out regular reviews where portfolios are assessed and analysed and also hold regular meetings with our clients to review performance and recommend improvements to their portfolio.

OUR SERVICES

WEALTH MANAGEMENT

At Capital Strategy Partners we take advantage of efficiencies in the capital markets by creating a strategic combination of tax-efficient portfolios and expert asset allocation.

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Advisory Services

We are trusted advisors to all of our clients by helping them make more informed decisions about how they can strategically manage their capital with a full range of integrated services that are associated with individual objectives.

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Asset Allocation

We ask our clients to provide us with their risk tolerance to establish an appropriate asset mix, a dynamic process that plays a key role in defining a portfolio's overall risk and return, after carrying out quantitative research.

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Corporate Services

Our Corporate Services team specialises in assisting corporations with comprehensive equity planning, including corporate retirement planning services that have been designed to support and educate.

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VENTURE CAPITAL

We have been an active investor in venture capital funds and make direct investments in emerging technology companies in a diversified portfolio that includes early-stage rounds through to late-stage growth equity finance.

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ASSET MANAGEMENT

We provide asset management, investment advisory services and advanced research-based portfolio management, dealing with both growth- and income-oriented portfolios.

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Risk Management

Cost growth, squeezed margins and the requirement for greater scale has been a feature of our industry over the last few years, which has challenged asset managers to innovate to protect profits.

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Investment Planning

At Capital Strategy Partners our philosophy is a proven cash flow approach, enhanced by sophisticated investment planning to deliver tax efficiency and profitable risk-adjusted returns.

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Investment Strategies

We offer a unique approach to financial planning services, providing a depth of resources, attention to detail when it comes to client relationships and access to a broad and proven selection of financial strategies.

read more