Wealth management with Binary Capital.

Investing in financial markets is our core competency. Our dedicated team of investment professionals are on hand to help you achieve your long-term financial goals, whatever they may be.

Your capital is at risk. The value of your investment can go down as well as up, and you can get back less than you originally invested.

Investing with you.

Our investment solutions are built to work for you. All of our clients are offered face-to-face meetings with our experienced investment team to help you better understand the complex world of financial markets and how we can help you grow and preserve your wealth.

Understanding your financial goals.

Your personal portfolio service begins with your local IFA and wealth manager from Binary Capital. Dedicated individuals focused on your needs, they will take the time to thoroughly understand your financial background and plans for the future before recommending the best service and solutions for you. This is investment management that always puts your needs first.

Exceptional customer journey.

You have worked hard to get to where you are, so why settle for the ordinary. When you invest with us you receive the personal service that you deserve alongside the expertise of your local Independent Financial Advisor (IFA). Whether you want to meet your dedicated wealth manager in Berkeley Sq, Mayfair or at a location near you, we can make it happen.

Ways to invest

Pensions

  • Transfer your existing pension into a SIPP with us
  • Discretionary investment management (we actively manage your account)
  • Choice of 3 Active Multi-Asset portfolios dependent on your risk appetite
  • Accounts with over £500k can request a bespoke service if they wish to

Investment Account

  • Make tax-efficient investments with your annual ISA allowance
  • Best in class investment products
  • Clear and transparent pricing
  • Access to a designated wealth manager

Our products

Discretionary Portfolio Management

Discretionary portfolio management is a form of professional investment management whereby investment decisions are delegated by you to an investment manager. This means you can relax and focus on other important matters, whilst knowing that your investment portfolio is being handled by our trusted and experienced investment professionals.

Our growing range of model portfolios are for investors seeking ‘alpha’ returns (i.e above market) and built to match your risk profile.

The portfolios use a multi-asset approach, primarily investing in established investment funds to provide exposure to a wide range of asset classes and geographical exposures.

Our investment products

Our products are crafted through a robust investment process, with the oversight of our experienced investment and asset allocation committees.

Binary Capital Cautious

  • The aim of the Binary Capital Cautious Portfolio is to deliver returns that are a combination of income and capital growth.
  • It is suitable for investors who wish to take on less risk than the full equity markets and are cautious about equity returns in general.
  • Over the medium to long-term the volatility in this portfolio will be less than equity markets and returns will be closer to inflation.

Risk Profile

risk_cautious_portfolio

Asset Class Allocation

  • Equity - 44%
  • Fixed Income - 40%
  • Property - 10%
  • Cash - 6%

Binary Capital Balanced

  • The aim of the Binary Capital Balanced Portfolio is to deliver returns that are a combination of income and capital growth. There is a balance between capital and income growth.
  • It is suitable for investors who wish to take on a good amount of equity market exposure in order to gain investment returns.
  • Over the medium to long-term the volatility in this portfolio will be less than equity markets and returns while will be close to equity markets. Returns will not fully match equity market returns over this period.

Risk Profile

risk_balanced_portfolio

Asset Class Allocation

  • Equity - 55%
  • Fixed Income - 29%
  • Property - 12%
  • Cash - 4%

Binary Capital Growth

  • The aim of the Binary Capital Growth Portfolio is to deliver returns that are a combination of income and capital growth with a strong bias towards capital growth assets.
  • It is suitable for investors who wish to take on a good amount of equity market exposure in order to gain investment returns.
  • Over the medium to long-term the volatility in this portfolio will be similar to equity markets, and returns will be close to equity markets returns but may not fully match them.

Risk Profile

risk_growth_portfolio

Asset Class Allocation

  • Equity - 59%
  • Fixed Income - 20%
  • Property - 18%
  • Cash - 3%

*Asset allocation as of February 2019.

For more information about the Binary Capital model portfolio range please download our factsheet.

If you need any additional information our investment managers are only a call away.

Bespoke Portfolios

Our flagship bespoke service is available for clients with over £500,000 to invest.

An experienced wealth manager will work closely with you to create a fully tailored, custom-made investment portfolio.

Why invest with Binary?

  • Experienced investment professionals that work to understand your individual needs and you never get lost as an ‘account number’.
  • Pragmatic, long-term investment strategies that put your assets to work to beat benchmark returns.
  • Clear and transparent charges
fscs-logo

FSCS Protected.

Investment business undertaken with Binary Capital Investment Management Ltd in the UK may be covered by the FSCS, the cover depending on the nature of the claim being made. Eligible claims for most types of investment business are covered up to a maximum of £50,000 per person. FSCS cover is not available for loss of money resulting from performance of the investment.

We’d like to meet you.

Call us

0203 943 5090

Email

Info@binarycapital.co.uk

Arrange a meeting

Email or call and arrange a time and place