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 goal is to protect your assets and help you secure financial independence by developing and implementing customised wealth accumulation and wealth preservation strategies.
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.
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.
Our newsroom reflects a library of wealth management resources, including Kestrel specific commentary, articles, book recommendations, whitepapers and disclosures.