A Life Worth Investing in
Kestrel Capital is an independent, employee-owned Investment Advisory firm, providing advice to high-net-worth individuals, family offices, corporations, charities, foundations, and retirement plans. In conjunction with our global banking partners (UBS and Pictet), we provide complete safety of client assets and access to global financial markets via world class international trading platforms.
OUR SERVICES
Our goal is to protect your assets and help you secure financial independence by developing and implementing customised wealth accumulation and wealth preservation strategies.
INVESTMENT PHILOSOPHY
We create a comprehensive strategy customised for you, including recommended allocations across various asset classes, which includes, but are not limited, Cash, Bonds, Equities, Currencies and Alternatives. As an independent firm, we are free to offer more personalised attention, more customised solutions, and unbiased advice to our clients.
Understanding Our Clients
Involves assessing our client's goals, aspirations, and expectations.
A client's willingness and ability to take risk is fully assessed.
A client's holistic asset allocation, taxation profile and any investment constraints are also taken into consideration.
Evaluating Risk & Return
Evaluating together with our client what risk and return they can expect from each asset class.
Portfolio Recommendation
A bespoke portfolio solution is created, tailored to our client’s needs.
This facilitates and helps determine how best to allocate across the various investment classes.
Portfolio Implementation
Your agreed investment plan is implemented.
Portfolio Monitoring
Ongoing monitoring of the Portfolio to assess whether you are on track to achieving your long-term investment goals.
Risk Monitoring & Review
Based on our evaluation of current market conditions, changes can be discussed and implemented regarding your long-term asset allocation mix.
Committed to Communication
Kestrel is committed to ongoing communication and transparency to ensure our client's goals are consistently met.
Any changes in a client’s willingness and/or ability to take risk or changes in personal circumstances are assessed
Clients are kept informed on market trends, insights and any pertinent information that could impact their investment strategy.
INVESTMENT PHILOSOPHY
We create a comprehensive strategy customised for you, including recommended allocations across various asset classes, which includes, but are not limited to, Cash, Bonds, Equities, Currencies and Alternatives. As an independent firm, we are free to offer more personalised attention, more customised solutions, and unbiased advice to our clients.
WHO WE HELP
We provide investment advice to high-net-worth individuals, family offices, corporations, charities, foundations and retirement plans. This includes assisting entrepreneurs, holders of concentrated stock positions and helping families with succession planning.
Newsroom
Our newsroom reflects a library of wealth management resources, including Kestrel specific commentary, articles, book recommendations, whitepapers and disclosures.