Bespoke Investment Advice and Investment Management, Designed To Deliver
We provide core service investment management strategies and build bespoke portfolios designed to meet your needs whatever your attitude to taking risk with your investments. All of our investment management strategies are managed in a socially responsible way. Read More on Discretionary Investment Management.
All investments contain risk, the value of investments can go down as well as up and investors should be aware they may not get back the full amount invested.
With more than four decades of investment management experience, backed by our strong in house research programmes, we offer exceptional solutions and a service designed to give our clients exactly what they are looking for…
Capital Growth, Competitive Fees and First Class Service
Total transparency
We provide total transparency so you will always see exactly what we are investing in. Our reports will detail what we have invested in and what we are currently investing in. This is different to many traditional investment funds that only provide detail on their top 10 holdings. With a range of carefully researched and risk managed portfolios available, you choose how you want your money managed.
Investment markets today move at a very fast pace and successful investing comes from being proactive, creative and adaptable while having a passion for achieving excellence.
Active Investment Management enables us to:
- Constantly assess and rapidly react to sudden changes in investment markets;
- Create and manage new investment ideas and portfolios designed to deliver first-class results; and
- Create profitable portfolios across a range of different asset classes.
“We don’t have to be smarter than the rest, we have to be more disciplined than the rest”
Warren Buffet
Did you know…
The current rate of inflation is 3.5%. (Source: Bank of England 21st May 2025) while the base rate on cash deposits was at all time lows for 15 years, it is now at 4.25% in May 2025 (Source: Bank of England) having decreased since the last update. Cash held on deposit has been losing its real spending value for a long time. The stock markets have long held the position of the preferred alternative to cash in pursuit of capital growth.
Over the last 25 years, investors from all sectors have seen a reduction in the number of active investment managers offering their services. Many money managers have adopted a more passive approach which has led to investors seeing returns on their portfolios that simply mirrors the market. Over the last five years, these returns have fluctuated between negative and average in most cases.
If you are looking for a truly active investment management service with a fee structure that is challenging the norm, you can confidently turn to us. Our specialised team draws on a first-class investment research platform to enable us to deliver exceptional investment management.
At the heart of our investment philosophy lies a balanced approach to risk management that combines proven structure with thoughtful personalisation and pragmatism. We recognise that risk means something different to each client – what feels comfortable for one investor may cause sleepless nights for another. Our risk profile table below outlines our carefully developed low, medium, and high-risk rated strategies that provide a solid foundation for portfolio construction, whilst allowing room for customisation.
When crafting your investment plan, we begin with these established strategies, then refine and adjust based on three crucial elements: your personal attitude towards market fluctuations, your financial capacity to withstand potential losses, and your actual need to accept certain risks to achieve your financial goals.
This hybrid approach delivers the reliability and track record of our risk-rated investment strategies alongside the necessary tailoring to reflect your unique circumstances, creating a roadmap that you can confidently follow through all market conditions
RISK PROFILE |
HOW WE INVEST |
TYPES OF INVESTMENTS |
|---|---|---|
| Low (Cautious) | Portfolios are designed to generate above inflation income that compounds over the long term, with a focus on the preservation of capital. | High interest cash, money market securities, UK Gilts, Investment Grade Corporate Bonds and low volatility, dividend paying UK and US equities. |
| Medium | Portfolios are designed to generate growth over the long term through an actively managed and well diversified portfolio of large well-known UK and US companies within tight risk controls. | Direct large cap UK and US equities, other developed market exposures through funds, tactical ability to go to cash in adverse market conditions. |
| High | Portfolios are designed to generate high levels of growth over the long term through an actively managed portfolio that comprises a core of high conviction ideas with tactical shorter term opportunities. | Direct large, mid and small cap UK and US equities, AIM investments, commodities, alternative investments through select managers, derivatives for hedging as appropriate. |
An active approach and hands-on risk management is how we stay ahead of the market and deliver strategies that truly align with your investment goals and needs.
Research & Process
Effective investment management relies on maximum flexibility in both investment decisions and managing strategies. Our strategies do not mirror the market indices and active investment management helps us to deliver completely uncorrelated returns.
We analyse the global macro economic picture, look at opportunities by country and asset class then examine individual companies looking for strong investment opportunities.
For more information / enquiries, please
Contact Middleton Private Capital
Trusted Stewards
As the trusted stewards of our clients’ capital, we operate a highly disciplined process to find the best investment opportunities for the strategies we manage. Effective risk management begins with an assessment of economic and market risk, leading on to careful sector and individual company analysis.
Our risk review reports are focused, effective and a cornerstone of the success of our strategies.
For more information / enquiries, please
Contact Middleton Private Capital