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, Credit Suisse 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.

HOW WE WORK

A CONTINUOUS RELATIONSHIP

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.

  • Understanding Client's Needs
  • Portfolio Construction
  • Portfolio Monitoring
  • Committed to Communication

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.

Charlie Munger: 20 Book Recommendations That will Make you Smarter

Bill Ackman: 11 Books That Every Investor Should Read

Newsroom

Our newsroom reflects a library of wealth management resources, including Kestrel specific commentary, articles, book recommendations, whitepapers and disclosures.