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Investment Management

Investment Management

Overview

You have the option of mandating the company to manage your assets directly, in your existing bank, or oversee your portfolio with one of our top tier custodians.

The ultimate goal of our investment management services is to protect and grow your capital and generate a secure and regular income from your financial assets invested with us. 

A discretionary mandate is ideal if you don’t have the resources to commit to researching and monitoring the global financial markets yourself and delegates day-to-day investment decisions relating to your portfolio to WM Capital. We will follow the investment strategy set out with you at the beginning of the asset management relationship and provide you with tailored service, regular valuations and performance updates on your portfolio. 


Investment PhilosOPhy

The ultimate goal of our investment philosophy is to protect and grow your capital and to generate a secure and regular income from your financial assets. Three fundamental principles drive every investment decision to achieve our goal:

  • Long Term Focus

  • Value Orientation

  • Sound Risk Management


INVESTMENT STRATEGY

Our investment strategy seeks to protect and grow your capital with a strategic focus on fixed- income products. To ensure your investment goals are met, we take a balanced approach to constructing well- diversified portfolios across a number of asset classes and take advantage of :

  • Economic Trends

  • Fundamental Research

  • Selective Screening Criteria


PORTFOLIO CONSTRUCTION

Our portfolio construction is tailor-made to our client’s risk profile, preferences and ultimate investment goals. Having said that, our strategy is underpinned by our deep rooted knowledge of corporate bonds, cash management and currencies. We focus on direct bond purchases and cash management in the client’s reference currency, whilst also providing currency hedging when necessary. 

The number of position is dependent on the size of the investment, however on average a portfolio will hold 20-25 positions.
Each portfolio is carefully diversified across all asset classes. The bonds are corporate bonds with a preference for high-yield investments and focused on Europe, UK and US jurisdictions. 5-10% is allocated to Alternative Investments including Structured Products, Private Equity and Real-Estate. We also allocate a small percentage to blue chip equities mainly US blue chip stocks; as in general, we believe these tend to be the safer option. When we have a strong conviction in the market, we favor investing in ETF’s, offering a cheaper and more liquid alternative to our investors. Our investments in derivatives are mainly used for dual currency deposits. We also invest when appropriate in commodities to hedge against market risk. 

Our buy and hold preference also means that we hold bonds for an average of 3 years, but do not hesitate to sell after a year if the bonds have made a significant profit. This strategy combined ensures that our focus remains on providing regular income to our investors whilst growing their wealth and ensuring consistent and thorough risk management. 

Our team is comprised of internal and external senior private bankers, brokers, analysts and researchers that together ensure the quality and results of our carefully constructed portfolios. We also use state-of the art technology and software to offer our clients real-time information through Bloomberg, global consolidated internal portfolio management solution and reporting solution.


We customise our portfolios and strategies to guarantee a tailor-made management with the sole goal to reach tangible results. WM Capital will discuss at length the client’s investment goals and investment restrictions, their risk profile and investment strategy to select investment vehicles permissible and determine their weightings within the managed assets.

The investment strategy will be determined by considering such criteria as the type of investment vehicle, currency, credit worthiness of debtors, diversification by sectors and geographic distribution. The risk management team constantly identifies, assesses, monitors and manages the risks related to the portfolio, so as to satisfy all our client’s needs and requests.

RISK MANAGEMENT