Capstone Portfolio Management Service

Is it for me?

Hawksmoor’s Capstone Portfolio Management Service is a bespoke service for smaller portfolios, based on our Multi-Asset Funds. If the value of your investments is below £100,000 it may be a good option for you.

How does it work?

It involves a core or ‘capstone’-like holding in our Multi-Asset Funds together with holdings in several other funds, to tailor the overall portfolio to your specific investment objectives. The Capstone Portfolio Management Service is particularly suitable for smaller portfolios where it might otherwise be difficult to achieve a sufficient diversification of investments, due to the smaller amounts involved.

As with all our Portfolio Services, if your portfolio is managed under the Capstone Portfolio Management Service you will have the full benefit of our disciplined investment process.

Anything else I should know?

The Capstone Portfolio Management Service is suitable for trusts and charities, as well as individuals – and can be used within tax-efficient structures such as SIPPs, offshore insurance bonds and ISAs.

How can I find out more?

You can download the Capstone Portfolio Management Service brochure from the Useful Downloads, or get in touch with one of our friendly team (below).

Get in touch

Chloe Vicary

Investment Team Assistant

Exeter Office

Tel: 01392 410180

Email Chloe

Rebecca Fournier D'Albe

Senior Investment Manager

Taunton Office

Tel: 01823 218453

Email Rebecca

David Evans

Director / Senior Investment Manager

Dorchester Office

Tel: 01305 236000

Email David

Simon Atherton

Senior Investment Manager

London Office

Email Simon

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