STRATEGIES

“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.

Download Total Return Balanced Factsheet

GLOBAL MACRO

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.

Download Global Macro Factsheet

Portfolio Advisors

Paul Sedgwick

Paul spent 25 years within the trading and research divisions of some of the leading Global Investment banks and has a strong knowledge of risk management as well as all asset classes from equities, derivatives and credit. He has broad experience on both the customer and principle sides of the industry. With senior roles at S. G. Warburg, Schroder, Citibank and HSBC he has a comprehensive understanding of the workings of the financial markets and has been called upon to provide detailed analysis and commentary on market conditions by many internal divisions and external clients over the years.

Paul's investment banking career has made him famous for being a safe pair of hands. Paul has been well known for a number of landmark deals including the launch of BT’s public share offering, which he priced, and he was responsible for the largest bought deal at the time by an investment bank when BAE sold five per cent of Orange in 1998. Paul's most senior role within Citibank was to create and manage the special situations investment team.

Paul presents his opinions on CNBC television and Bloomberg radio in feature interviews. He was a co-host for ShareRadio’s financial breakfast show for several years. Paul is asked to cover a wide range of topics in the financial news and the family office industry. Paul has also been asked to speak at Bloomberg conferences, and investment dinners.

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Howard Weller

Howard Weller supports Paul Sedgwick in the management of portfolios and the research which underpins the investment strategy.

He previously worked with global teams on M&A, debt advisory and restructuring transactions at Close Brothers Corporate Finance and DC Advisory.

Howard graduated at the top of his class with a 1st class Masters in Mathematics from the University of Nottingham, and has an MBA from the Cambridge University, Judge Business School.

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“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.

Download Smart Alpha Factsheet

Portfolio Advisors

Chris Tinker

Christopher Tinker is a founding partner of Libra Investment Services, an FCA-regulated, independent, equity market focused, research company. With more than 30 years of experience in the Financial Services Industry, he began his career as an equity markets Economist with UBS Phillips & Drew in the City of London before moving onto research roles in fixed income, credit, currency and money markets and as an international equity strategist in London and Hong Kong for a range of International banks and investment banks including Standard Chartered, ING Barings and Deutsche Bank.

As well as writing and commenting on macro level issues, he has developed a range of stock level, quantitative valuation models for global equity markets which give him a unique insight into the dynamics of stock level measures of risk, valuation and expected return. He has written a number of white papers based upon the Apollo methodology and recently authored a breakthrough chapter on momentum as a Fundamental risk factor in the Wiley publication - Market Momentum theory and practice by Satchell & Grant- based upon Libra’s proprietary measure of momentum that forms a key part of the Smart Alpha strategy product. These proprietary models form the cornerstone of Libra’s award winning stock recommendation product and, when aggregated to market, sector or country level, provides insight and analysis of the top down situation “from the bottom up”. He is based in London and has a BA in Economics from Manchester University

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Will Chawner

CEO- LSA Equities. Will has 20 years experience in the independent research industry, during which time it has evolved dramatically in the face of changes driven by both technology and regulation. Will has fulfilled many of the core roles across the industry: analyst, sales, operations and ultimately business development and Strategy. In the research industry, Will always focused on delivering value to institutional portfolio managers by integrating high-quality investment solutions into their process. Now he is enjoying the new challenge of creating an investment business based on Libra's unique Smart-Alpha strategy.

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“Partners not clients”

FACILITIES

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

James Bedford

James supervises regulation and compliance for Cube Capital.

He has been working in finance since 1987 and has a strong understanding of both the wealth and fund management sectors. James was a Partner in the equities team at Cazenove & Co for many years and then Managing Director in the funds team at JP Morgan Asset Management. James is a partner at Thornbridge Investment Management and is RDR qualified. He oversees Cube Capital’s regulation and compliance in all areas from the website and literature to the customer journey and experience.

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Rosie Trower

Rosie assists James in the day to day supervision of regulation and compliance for Cube Capital.

She graduated from Newcastle University with a 2:1 in English Language and has been awarded the CISI Diploma in Compliance and the CISI Investment Advice Diploma. Rosie is a Relationship Manager with Thornbridge Investment Management.

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Service

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.

Custody

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.

Fees

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.

Accounts/Wrappers

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.

Terms of use

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.

Risk Warning

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.

Complaints Procedure

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)
Exchange Tower
London
E14 9SR

Copyright

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.

Disclaimer

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.