Insight

Institutional, Individual & Private Investors


We cater to a diversified group of investors encompassing a diverse range of backgrounds, industries, and investment requirements.

Turning Potential Capital into Private Wealth, by pushing the boundaries of traditional investing, Capitalsave Investments provides only the best, personalised solutions for our investors. Putting our investors’ interests first is at the core of our asset management philosophy. We also tailor investment strategies to suit the investor’s specific needs.

“Turning Potential Capital Into Wealth”

The innovative nature of our products allows them to be tailored to fit the specific needs of investors – whether they are individual or institutional clients – in a manner which allows them to meet their return expectations while ensuring their capital is preserved.

We boast innovative investment products, high quality solutions and top experts with a proven track record in the financial industry. Our products are designed with two main objectives, to preserve and grow our investors capital and provide financial security for institutional and individual investors alike.

Capitalsave Investment Partners Management is one of the UK’s leading fund management companies, managing assets on behalf of a wide range of clients.

We are a fundamental part of the Capitalsave Partners Group, the UK’s largest mutual fund and investment provider. Established in 2007, we have a long history of success, delivering key investment solutions for its clients, and now manages around USD150.8bn in assets (as at end January, 2024).

With Capitalsave Investment Partners owned by customers, not shareholders, we can take a different approach to other companies, with a distinct focus on the long term, an approach which has underpinned our success.

We don’t follow investment fashions – we believe in the power of active management and give our investment teams the freedom and flexibility to take non-consensus positions. As a business, we focus on consistent delivery for our clients – in both the investments we manage and the service we deliver. We aim to build long-term relationships that are mutually beneficial.

Owned by clients, managed for clients. We’re a different kind of asset manager.

INSTITUTIONAL INVESTORS


Our institutional clients can take advantage of several investment opportunities which allow them to establish fixed cash flow dates and secured principals.

Our Advisors have considerable experience, in a wide field of industries including investments, banking, real estate, development and consulting among others. This enables them to anticipate the needs of institutional investors regardless of the industry within which they operate and to provide with solutions that satisfy these needs.

We help companies become stronger, grow faster, and ensure they are well-positioned for sustainable long-term growth.

INDIVIDUAL INVESTORS


We help individuals from every walk of life prepare and plan for their needs and provide them with investment solutions which help them to not only preserve their capital but to grow it substantially. From experienced investors looking to diversify their portfolios to new investors looking to begin their journey towards a future of independence, we provide personalised solutions which allow them to achieve all of their investment objectives.

We help clients set up college funds, plan for their retirement, make their mortgage payments and everything in between.

  • Custom-Tailored Investment Strategies
  • Committed
  • to Successs
  • High Level of Client Satisfaction

Global Equity Leadership

Our leaders share a commitment to our time-tested approach to investing, hands-on value creation and practices that have a positive impact on our communities.

Invest with Capitalsave Investment Partners.

Investors can participate in the growth of our large-scale industrial and services businesses through our publicly listed vehicle, Capitalsave Investment Partners Business Partners, or through our private funds.

Your Investment is unique and it requires solutions tailored to your individual needs. Our experts are there by your side day after day.

PRIVATE INVESTORS

Investing in Private Markets


We invest in private assets, held outside capital markets. Our focus is on investing in high-quality companies, real estate assets or infrastructure assets and on creating value in our investment through active, long-term and responsible ownership.

We generate growth during our holding period by actively working with management teams to improve the performance and strategic direction of a company or asset, carry out operational improvements and source complimentary acquisitions.

Our investment holding period typically lasts for eight years. Throughout this period, there is a strong alignment of interest between us as equity owners and the management team, as we are both focused on maintaining sustainable value creation and a stable ownership structure.

Once our value creation objectives have been achieved at the end of the holding period, we aim to realize returns for our investors by selling our interest in the company or assets.

Accessing Private Markets

We have been at the forefront of providing tailored Private markets investment solution for private clients for one decade.

Access to private markets investments has traditionally been constrained by high minimum commitment amounts and a lack of liquidity during the holding period, making it difficult for private investors to invest.

As a result, it is largely institutional investors who have been able to benefit from the attractive return profile and diversification benefits provided by private markets asset classes to-date.

Capitalsave Investment Partners has developed a range of private markets investment solutions that are available for private individuals and overcome these high barriers to entry.

If you need assistance, we are available

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