We are Cube Capital, a specialist investment advisor. Our purpose is to provide our clients with exceptional investment portfolios. We work with select experts to provide our clients with high quality investment solutions. These include esteemed financiers, mathematicians, computer scientists, award-winning quantitative analysts, and private family offices.
What's our objective?
Cube Capital was founded with the aim of delivering an improved standard of investment advice. We are committed to finding investment solutions of the highest quality. Our objective is to provide every one of our clients with excellent investment services; reliably and transparently. As a client of Cube Capital, we will endeavour to provide you with an effective and robust solution to your specific investment need. We are focused on representing three central principles: Excellence - Bringing the highest standard of investment advice Reliability - Doing what we say we will do Transparency - No catches, surprises or hidden agendas
Who's who
The ability and character of the individuals involved is absolutely paramount to us. We believe that every Cube Capital client should feel assured they are in the hands of seasoned experts who they can trust.
Strategies
We are committed to providing the very highest standard investment solution. You will not find our offerings through a traditional wealth manager. The portfolio managers are at the height of their field, and have their own money invested in the portfolio.
We are committed to providing each client with the very highest standard investment solution.
Facilities & Arrangements
Account facilities
Each of our clients is provided with their own account which ensures that they neither delegate ownership nor compromise the immediate availability of their assets. We offer a full range of account types including general investment accounts, ISAs, pensions, corporates, and offshore accounts based in the Channel Islands. We have an existing network of over 20 of the leading SIPP providers from around the country. This allows us to accommodate almost all SIPPs and other pension vehicles.
Custody arrangements
Our clients’ assets are custodied by leading institutions in fully segregated accounts. Our custody partners are Bank of New York and Transact.
Reporting
Every client receives a monthly portfolio report and a full quarterly valuation as well as access to our online portal where they can view, analyse and track their portfolio whenever they wish to. Additionally, we aim to meet clients as regularly as possible and we encourage clients to call us and speak directly with founding partners, Chris and Robert, when they wish to.
Fees
We aim to keep Cube Capitals total charges considerably lower than the average cost in the UK for wealth management (Source – Financial Times article). This allows our clients to retain crucial compounding power. All fees are displayed on our strategy factsheets, and a full breakdown of forecast charges will be drawn up for each client ahead of investment.