Wealth Management

‘Bespoke’ evokes thoughts of craftsmanship and attention to detail. Many promise, few deliver.

We all enjoy the idea of something made specifically for us. However, for the majority of our peers, the numbers supporting that stated approach no longer add up.

At Shard Capital, our Wealth Management Team does things a little differently. ‘Bespoke’ to us means experienced and empowered investment managers who take the time to understand clients’ specific needs on either an advisory or discretionary basis.

Why Shard Capital?

Client satisfaction

We understand that clients have individual preferences which is why we place client satisfaction at our core. That satisfaction is driven by a structure that allows our common sense and experience to complement our processes and controls.

Value versus Cost

We are a firm where clients are able to reassess what “value” really means in the Wealth Management space. We believe in “costs net of fees” and apply this principle when selecting the managers and instruments for client portfolios, bringing them the best opportunities we can find.

Investment style

We take a dynamic and high conviction approach, investing when it is compelling to do so; not to track a particular benchmark. As responsible stewards of client capital we are active, hands-on portfolio managers, not portfolio designers who wash their hands and maintain portfolios with a machine.