“Maintaining wealth is as challenging as creating it – and requires different skills.”
TOTAL RETURN BALANCED
The strategy has a long-term investment horizon and takes balanced exposure to diversified holdings of blue-chip equities and corporate bonds. Fundamental security selection is central to the investment approach which is manifested in low portfolio turnover.
It has global geographic exposure, investing in high quality, reasonably priced companies with solid growth prospects and a sustainable competitive advantage. The team looks for stocks with a margin of safety that also provide income to allow the portfolio to be paid for patience. We do not focus on short term sentiment. We aim to exploit market inefficiencies. Highly accomplished investment team with extensive experience studying companies and economic drivers. Investment opportunities are considered by liquidity, conviction and by risk assessment.
Diversified, global equity strategy driven by macro-economic analysis. Investment in a range of large and mid-cap companies in major stock market indices. ETF strategy which focuses on low costs and aims to outperform global tracker funds. Highly accomplished investment team with extensive experience studying economic drivers.
“Once we understand the value of a stock we can see the alpha.”
SMART ALPHA - US GROWTH
The strategy is managed in partnership with an award-winning U.K. quantitative research house. The highly acclaimed asset pricing model, which has been utilised by leading financial institutions over the last decade, has been developed and optimised to incorporate ground-breaking new work on Momentum.
The asset pricing model driven investment process uses Value, Risk and Momentum as factors to produce an optimal portfolio of U.S. large-cap stocks, aimed at high capital growth.
“Partners not clients”
Cube Capitals founding principle is that we operate in partnership with our clients and align our interests. We only work with companies and portfolio managers who we know have the same ethos.
Compliance and Regulation Team
As part of Cube Capital, you will be provided with access to our comprehensive online portal where you can view, analyse and track the performance of your portfolios, at any given time. Being clear and transparent is paramount to us. We make sure clients can see exactly where they are invested at the touch of a button. We will provide you with hard copy, quarterly reports as well as timely tax information for your accountant or tax adviser. On top of this, you have access via phone and email to the founding partners, Chris and Robert, whenever required.* Please note that our telephones are recorded.
Client assets are held in segregated nominee accounts with a leading custodial bank . We never pool client money and we do not hold client money. All client assets are held with Pershing, part of BNY Mellon, the world’s largest custodian. BNY Mellon has been operating for over 250 years and Pershing for nearly 80.
Cube Capital has worked to remove conflicts of interest that exist between client and company. The charges that we display and discuss with clients, will be the total expenses that they pay. All fees are displayed on strategy factsheets.
Each of our clients is provided with their own managed account. This ensures that they neither delegate ownership nor compromise the immediate availability of their own assets.
We offer a full range of account types including general dealing accounts, ISA’s, corporate accounts and Junior ISA’s through our partnership with Credo.
We provide annual ISA subscription services to help make sure that you make the most of your tax efficient wrappers. We also provide offshore accounts in the Channel Islands.
Cube Capital Limited is an appointed representative of Thornbridge Investment Management LLP which is authorised and regulated by the Financial Conduct Authority.
The contents of this website are communicated by, and the property of, Cube Capital Limited. Cube Capital Limited is an appointed representative of Thornbridge Investment Management LLP which is authorised and regulated by the Financial Conduct Authority (“FCA”).
Products and Services
The information contained herein is current at the date of publication, but is subject to change without notice. Cube Capital Limited has expressed its own views and opinions on this website, and these may change without notice. This website is not directed at you if Cube Capital Limited is prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use that would be contrary to local law or regulation. None of the information contained on this website is intended to constitute any offer to sell or an invitation or solicitation of an offer to buy any product or service by Cube Capital Limited and must not be relied upon in connection with any investment decision. Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be available in all jurisdictions. Accordingly persons are required to inform themselves of and observe any such restrictions. Nothing in this website should be construed as investment, tax, legal or other advice.
Past performance is not necessarily a guide to future performance. The value of investments and the income of any financial instruments mentioned in the website may fall as well as rise, and investors may get back less than the amount originally invested. Fluctuations in exchange rates may have a positive or an adverse effect on the value of foreign-currency denominated securities and financial instruments. Certain investments involve an above-average degree of risk and should be seen as long-term in nature. The investment products and services described in the website may have tax consequences. Any tax reliefs referred to are those currently available and their value depends on the circumstances of the individual investor. You acknowledge that levels and bases of taxation may change, and that Cube Capital Limited does not provide tax advice. You should consult your own tax advisor in order to understand the tax consequences of the products and services described on the website.
Upon receipt of any expression of dissatisfaction communicated by a client, either orally or in writing, Cube Capital Limited will ensure the following procedures are followed:
We will promptly acknowledge the complaint in writing upon receipt.
We will investigate the complaint and provide a holding response or final response within an eight-week period from date of receipt.
We will endeavour to send a final response within 8 weeks of receipt of the complaint. If we are unable to provide a final response within this time frame, we will write to the client explaining why and advise when they can expect a final response.
If more than 8 weeks from the date of the complaint has passed and the client hasn’t received a final response, or they are dissatisfied with the final response received (at any stage of the process), they can write to:
The Financial Ombudsman Service (FOS)
The copyright and all other rights in all of the material on this website are owned by Cube Capital Limited or the material is included with the permission of the rights owner. The information contained in this website is intended solely for the use of the person who has accessed this information and may not be reproduced, distributed or published to any other person. You may copy material on this website for your own private or domestic use only. All other copying is prohibited.
Links to other websites
On this website you may be offered automatic links to other non-Cube Capital Limited websites. These links are provided only as convenience. Cube Capital Limited does not accept any responsibility for the content of those websites or your use or inability to use such websites, the owners of which do not necessarily have any link, commercial or otherwise, with Cube Capital Limited. The inclusion of any link does not imply affiliation, sponsorship, endorsement, verification or monitoring or approval by Cube Capital Limited of any information contained in any non-Cube Capital Limited website. You should also be aware that the terms and conditions of such website and the website’s statement relating to the collection and use of your personal information may be different from those applicable to your use of this website.
It is the responsibility of the individual user to consider his or her legal and regulatory position in the relevant jurisdiction, the risks associated with trading such products and to ensure that the use of the content and the subsequent making of any investment does not contravene any such restrictions or applicable laws and regulations of any jurisdiction. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific security, index, report, opinion, advice or other content. This does not exclude or restrict any duty or liability that Cube Capital Limited has to its clients under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system under the laws of applicable jurisdictions.
Cube Capital Limited, its subsidiaries, associated entities, directors, employees, representatives or suppliers will not be liable, on any grounds whatsoever, contractually or not, for any direct or indirect damage that may arise as the result of it being possible or impossible to gain access to this site, the accessing, visiting or use of this site and/or the information provided, the sending, or receiving of information via this site and/or the operation or non-operation of this site, except in the event of intentional or serious blame on its part. The information contained on this site, including any third party data is published in good faith and Cube Capital Limited believes that the information is accurate at the time of publication but no representation or warranty, express or implied, is made by Cube Capital Limited as to its accuracy or completeness and it should not be relied on as such.
Cube Capital Limited shall therefore have no liability, save for any liability that Cube Capital Limited may have under the UK Financial Services and Markets Act 2000, for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential. Nor will Cube Capital Limited, its subsidiaries, associated entities, directors, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may occur as the result of technical problems (e.g. transmission errors, technical failures, breakdowns, intervention of third parties, etc.) and/or for any damage or loss relating to software or hardware that is the result of any virus, defect or malfunction in relation to access or use of the site.
I certify that I am not a US person. Cube Capital Limited is not registered as an investment advisor with the SEC and therefore this website is neither directed at nor intended for US investors.