As a fully independent advisor we provide clients with clear, unbiased, advice that truly aligns with their financial aspirations.
What we Offer
We offer a comprehensive financial advisory service tailored to the needs and objectives of high-net-worth individuals, foundations, and endowments. Our premium investment-led approach begins by understanding each client’s unique financial situation, specific goals, and risk tolerance.
We then help clients manage their wealth through personalized investment strategies, financial planning, and advisory services designed to preserve, grow, and transfer wealth effectively.
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Portia Capital seeks to use its deep investment knowledge, specialist market insight, and longstanding experience to help our clients achieve their financial aspirations. Portia Capital’s active management approach seeks to safeguard and enhance clients’ wealth by crafting and managing diversified investment portfolios that incorporate securities such as shares and bonds.
Our specialist proficiency in Alternative Investments – such as private equity, private debt, real estate, and hedge funds – enables us to further diversify our clients’ portfolios and exploit the attractive income and capital growth opportunities of these asset classes.
We also offer our accredited clients the opportunity to capitalize on our proprietary institutional network, which provides access to exclusive private/pre-IPO investment opportunities. Our highly experienced team has sourced and rigorously appraised each opportunity.
In sum, we diligently craft fully diversified investment portfolios that are fully aligned with our clients’ investment goals and objectives. Backed by expert knowledge, each portfolio is optimally positioned to capture attractive market upside while mitigating downside volatility.
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We provide comprehensive solutions and investment experience to help our corporate clients with pension responsibilities.
Drawing on our extensive experience in building and managing sophisticated pension portfolios, Portia Capital starts by fully understanding each pension scheme’s unique circumstances and goals.
We then craft custom portfolios that are designed to help companies/sponsors realize meaningful results for their employees.
We employ a results-focused approach, leveraging our specialised expertise in pension investment strategy, liability hedging and alternative investing, as well as our global manager relationships.
We also strive to ensure an exceptional client experience and optimal outcomes for each plan.
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Ensuring your wishes are met when you pass can reduce needless complications for your loved ones. An estate plan can help to do this and ensure they are taken care of as intended.
Trust rules are complex, so speaking to a professional expert in this area is vital before you proceed.
Portia Capital helps clients navigate this complex area – providing tailored advice on all aspects of estate planning, including:
Working out the value of your estate
Minimising your Inheritance Tax liability and deciding which Trust structure is most appropriate for your specific needs.
We can then arrange for the legal experts to draft the structure's arrangements and terms.
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Portia Capital can advise clients on charitable giving. This includes helping individuals and families identify suitable charitable causes and explore tax-efficient ways to donate, such as direct donations, Donor-Advised Funds (DAFs), or charitable trusts.
We craft charitable giving strategies that not only align with our clients' broader financial plans but also with their values, interests, and philanthropic goals, ensuring their giving has a meaningful impact.
Charitable giving can also be incorporated into a client's will and estate plan, ensuring their legacy continues to support their chosen causes.
Charitable Tax-Efficient Giving Methods can include:
Donor Advised Funds (DAFs): These structures offer flexibility in managing and directing charitable donations, often with tax advantages.
Charitable Trusts: Charitable Trusts can also provide long-term charitable giving with potential tax benefits.
Get in Touch
Our initial consultation – free and without obligation – is a no pressure opportunity
to discuss your objectives and review your portfolio.