INSIGHTS

MAINTAINING WEALTH IS AS CHALLENGING AS CREATING IT – AND REQUIRES DIFFERENT SKILLS.

TRADITIONAL

It has been proven time and again that taking a long-term view on equities and bonds with very little portfolio turnover can be a wonderfully effective way to safeguard against erosion of value and create new wealth. Famous investors such as Warren Buffett, Benjamin Graham, Jesse Livermore and Peter Lynch (to name just a few) have shown the truly exceptional performance that is available investing this way. However, not all investors achieve results of a similar standard. All too often, poor management, lack of discipline and excessive commissions diminish investor returns.

To achieve optimal results, it is crucial to work with individuals who have the proper skills, experience and principles that are required.

Our balanced portfolio is offered through Cube Capital’s partnership with an established family office who have achieved an impressive 10-year track record. (Please note, Past Performance is not a guarantee of future performance).

A family office is a company that is set up for the purpose of running one or more family’s wealth. Working in partnership with a family office affords us and our investors the knowledge that their portfolios will replicate those of the founding families own portfolios. This ensures that everyone’s interests are perfectly aligned.

Portfolio Advisor: Paul Sedgwick

Portfolio Advisor: Howard Weller

ONCE WE UNDERSTAND THE VALUE OF A STOCK WE CAN SEE THE ALPHA.

PROGRESSIVE

A cursory glance back over the last 100 years will show you that very few industries can resist the progress that automation affords for long. In the investment industry, having algorithms that can calculate numerous data points on any number of financial instruments and variables, at a fraction of a second, is an invaluable tool.

Cube Capital clients have access to the strategies of established family office’s who specialise in these advanced and highly technical methods.

This portfolio type is suitable for experienced investors, for more information please contact Chris or Robert.

PARTNERS NOT CLIENTS

INVESTORS

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.

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. Primarily, we operate a ‘flat fee’ charging system with no additional costs.

There are no dealing commissions and no other hidden fees. The charges that we display and discuss with clients, will be the total expenses that they pay.

We will only ever work with outside partners that share these principles.

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.

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