A Range Of Investment Advice Services And Managed Portfolios Designed For You
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 2.6%. (Source: Bank of England 21st March 2025) while the base rate on cash deposits was at all time lows for 15 years, it is now at 4.5% in April 2025 (Source: Bank of England) having stayed the same 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.
Risk Level |
Strategy |
Assets |
Benefits |
|---|---|---|---|
| Low (Cautious) | Investing in assets that exhibit low levels of volatility with a focus on compounding stable income over time. | High Interest Cash, Money Market investments, direct Investment Grade Corporate Bonds, Gilts and low volatility dividend paying equities. | Consistent and steady compounding income over the long term – without the stress and anxiety of wild market swings. |
| Medium | A bottom up fundamental research driven investment approach that is macro environment conscious. Investing the ‘core’ of the portfolio over high conviction long term holdings whilst taking advantage of arising opportunities through shorter term active positions in a tightly risk controlled environment. | Direct Large Cap UK and US Equities Global Exposures through ETFs and active funds. |
|
| High | A fundamental and technical research driven strategy that aims to achieve higher returns by identifying high growth opportunities and exploiting market volatility. | Direct FTSE 350 and AIM Equities US Large, Mid and Small Cap Equities Global exposures through funds Derivatives as appropriate. |
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The value of an active approach to investment and risk management guides our strategies and allows us to meet your specific investment 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