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.
