Capitalsave Management is part of the UK's, largest mutually owned Global equity and leading investment management company.
We help you to help your clients – from multi-asset solutions to individual strategies – with a commitment to managing clients' assets in the right way.
Capitalsave Investment Partners was founded in 2007 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
From offices in 20 cities across 15 countries, Capitalsave Investment Partners manages a range of equity, fixed income, global equity, and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.
With more than 300 investment professionals and over 5,100 employees in total, Capitalsave Investment Partners has built a diverse team of individuals united in their commitment to clients outcomes and investment excellence. Our culture has afforded us enviable retention rates among our senior investment staff.
We help you to help your clients – from multi-asset solutions to individual strategies – with a commitment to managing clients' assets in the right way.
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.”
At Capitalsave Investment Partners, our mission is to be the private bankers of reference for entrepreneurs and their families. Not just today, but for the long-term.
Generation after generation. We aspire to be an innovative bank of choice for private and institutional clients seeking a tailored, sustainable approach to wealth and asset management.
By creating sustainable value for our clients through innovative investment solutions, our vision is to become the leading independent firm for sustainable investing.
Founded in 2007, we have grown stronger through 5 financial crises, not by standing still and waiting for them to pass, but by re-evaluating. We constantly rethink the world around us to provide a different investment perspective for our clients.
Our group is solid and strongly capitalized, with a highly liquid balance sheet that is conservatively invested. Our capital ratio is more than double the level required by our regulators and we do not rely on external sources of debt.
Today, we look after CHF 410 billion of total client assets (as of 30th, January. 2024)
Owned by clients, managed for clients. We’re a different kind of asset manager.
We aim to build long-term relationships that are mutually beneficial.
"Trust is an essential element in our industry. Asset management companies play an essential role in creating the financial futures that people want – particularly in areas such as pensions. We recognise that trust has to be earned and maintained.
We do this in several ways. Of course, we look to provide excellent investment returns. We believe that generating performance relies on a number of factors – effective teams, with the right tools and resources, using judgement in a disciplined and transparent way. But we see performance as just one element that we need to look after.
We work in partnership with our clients to create and manage investments that help achieve financial goals. Those goals are now more challenging than ever. As well as navigating the complexities of modern investment markets and changing regulation, our clients expect us to not just produce the right results, but to do this in the right way.
One way you can see this is through our heritage and track record in philanthropy, partnership and responsible investing.
Capitalsave Investment Partners has long been seen as a leader in this area, and we are committed to making sure that our culture and approach to responsible investing keep us at the head of the pack – partly because it is the right thing to do, but because we believe that this will ultimately give our clients better returns."
Capitalsave Investment Partners is a private, independent, employee-owned investment manager—a rare structure for a large asset management firm, almost all of which are either public or owned by other financial institutions.
We believe that our 100% independent, employee ownership and singular business focus best aligns us—both as an organisation and as individuals—with the long-term interests of our clients.
With no external parent or public shareholders to serve, we are empowered to run our business with a lasting, client-centric perspective.
With no proprietary trading or market-making operations, we are able to concentrate our efforts solely on our core activity of investment management. And with our employees and their families having significant personal capital invested alongside that of our clients—plus 100% of employee deferred cash compensation directly linked to team and firm strategies—we are truly in this together.
As a private, independent, employee-owned investment manager, Capitalsave Investment Partners has the freedom to focus exclusively on investing for our clients for the long term. As such, we are deeply attuned to each client’s unique combination of investment goals, risk tolerance, and income and liquidity requirements, and we can act in partnership to address them as they change over time.
Inherent in this culture of partnership is a commitment to innovation, a firm-wide drive to uncover new solutions as markets and client needs evolve. Not merely innovation for its own sake, but rather the development of transformative concepts rooted in practical client applications.
Since 2016 we have been on the forefront of a number of industry trends now considered commonplace—from the launch of one of the first no-load funds to the early adoption of socially responsive investment techniques.
Our commitment extends beyond our lineup of investment products. We look to collaborate with clients to overcome a variety of challenges, be it a corporate pension plan trying to better match assets and liabilities or an investment advisor interested in evolving their practice. We are proud to be a thought partner to our clients, offering access to our investment professionals, both in person and through our thought leadership publications, training and joint research projects.
Our main objective is investor satisfaction and our advisors are always available to guide investors in their portfolio choices and provide constant monitoring. We believe that our investors have worked hard for their money and as such they deserve the ultimate peace of mind while letting their money work for them.
The strength of our business stems from our extensive expertise and a solid foundation based on both intellectual and financial capital.
Our investments are driven by the extensive competence of our teams whilst adopting the highest standards of risk management and both fundamental and technical analysis
Multi-asset specialists delivering flexible and effective long-term Asset Management solutions for private clients, institutional investors, and intermediaries.
Smart strategies for thoughtful investors
Better investment decisions, informed by rigorous, proprietary macro-economic research and market analysis. An outlook founded on long-term trends and the value to be found in them. A philosophy that champions new thinking and strategies that challenge convention.
Capitalsave Investment Partners by design attracts individuals who share a passion for investing and who thrive in an environment of rigorous analysis, challenging dialogue, and professional and personal respect. In a testament to the strength of the culture we have built—horned by more than 5 years of markets and countless “once-in-a-lifetime” events—these professionals have tended to stay with the firm, stability that over time drives results and consistency of process.
Our mission is to build strong long-lasting client partnerships based on expertise, trust, and care. We are not generalists: we do a few things very well.
Everything is underpinned by our ‘rethink everything®’ approach. At a time when many are opting for industrialized and standardized offerings within private banking, we believe in personal relationships.
We are wealth and asset management specialists, bespoke solution providers: advisors not sellers. Our sole activity is to serve our clients, providing a holistic approach to help them achieve their goals.
Innovation is one of our core values and it’s all about creativity and boldness. As entrepreneurs, we are bold in our vision and daring in the ideas we generate to achieve it. We believe in human relationships, powered by cutting-edge technology, and that state-of-the-art technology is at the heart of successful banking solutions.
For a quarter of a century, we have invested in our technology platform, and now operate a single, global infrastructure, which gives our clients a secure and powerful tool for financial management.
As a privately owned bank, we’re free from market pressures and external public shareholders looking for ever-improving quarterly results. Instead, we are solely dedicated to clients: their interests are our own, and we can focus on serving them for the long term.
We believe our disciplined approach to diversification and strict adherence to focused investment criteria give our partners access to a well-diversified portfolio of high-quality opportunities in a low-cost investment vehicle. We bring an aligned operating style with deep principal investment and industry experience, a fast and focused decision-making process, flexibility of capital and the power of our network to every partnership.
Since 2007, we try to live up to those principles. We value experience but have an eye for innovation. Our culture is strong; our teams are independent. Company fundamentals and client objectives are what drive us, not the noise of the markets. That is the art of investing, the art of partnership, the art of service.
We believe a financial goal is more than a number to you. It may represent a new home, a small business, a comfortable retirement or a college education. To help you go from dreaming to doing, we have four core beliefs that are central to your investing success.
