K2 Capital provides independent, highly bespoke investment counselling and reporting on all aspects of family-focused wealth management.
We are young, highly-skilled entrepreneurs blending our rich work experience and academic foundations with independent thinking, resulting in unique tailor-made solutions for our clients. Like the mountaineering connotation inferred by our name, where those skilled enough to know will recognise the merit of looking beyond the commercial attraction of the highest in search of the toughest, we hope we will stand out as a unique blend of skill and pragmatism, implementing workable, sustainable solutions in a highly challenging yet rewarding environment.
With extensive experience in disciplines including private banking, financial product development, quantitative modelling and asset management, we construct robust, dynamic, multi-generational investment strategies by the design and implementation of solutions ranging from the basic to the highly sophisticated.
We are able to design and implement solutions addressing the following core needs; a full investment Advisory and Asset Management offering, Cash Management solutions, Retirement Planning strategy formulation, Estate Planning and Fiduciary Management, Bespoke Structured Solutions, Private Equity opportunities
The company began life as a pure multi-family office, providing holistic balance sheet management for affluent families. It continues to successfully serve this highly specialised market segment but has reacted to client demand and introduced an expanded service offering to assist other potential clients with their broader wealth management requirements.
K2 Capital leads the industry with our extremely valuable blend of wealth management and asset management experience underpinned by the highest standards in academic and ethical excellence. We continually invest in our ability to remain globally competitive and up to date by accessing leading industry research and academic work.
Our VALUE PROPOSITION focuses on the generation of real returns for our clients and we manage portfolio risk with their individual objectives in mind.
Our CORE PHILOSOPHY sees us designing and implementing a value based active asset allocation strategy in support of value proposition. We recognise that growing one's wealth often requires patience and a willingness to be contrarian.
Our KEY DIFFERENTIATORS arise from the quality of skills embedded in the people in the business as well as an uncompromised approach to putting our clients' interests first.
