Invest in your future today:

Exchange Capital provides Wealth Management Advisory services for High Net Worth Individuals. We construct an optimal portfolio based on your financial needs. We provide a best price and best advice service independently to our clients. The fee structure is dependent on Assets Under Advice (AUA). Typically a low fixed monthly fee is charged based on AUA.

Our Services Include:

  • Vetting of investment proposals.
  • Quarterly updates and in person performance reviews.
  • Optimal portfolio construction and rebalancing.

Exchange Capital Investment Fund Review:

Performance for the bespoke Exchange Capital Fund: 1 June 2016 to 31 December 2019:

  • Annual return: 8.9155% after fees
  • Comparitvely Satrix 40 for same period: 1.82% before fees
  • Outperformance of 7.0955% per annum.

Contact us for more information and to enquire if you qualify for our investment fund:

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