FIM Capital is a leading provider of Investment Management services to private clients, family offices, trusts, pensions and institutions all served by an unflinching focus on client service.
Our team is comprised of some of the industry's most respected and experienced investment management specialists who provide class-leading investment solutions to meet the needs and objectives of our international client base.
The independent stance and fresh approach we take to investment management appeals to both local and global clients looking for flair and security and we are committed to:
- A rigorous approach to stock selection
- A focus on quality and liquidity
- Clearly defined investment parameters
- Low portfolio turnover: focus is on long term quality assets
- Aligning our interests with those of our clients
- Actively managing our investments, a continual focus on research and stock
selection to generate the best outcome for clients
When selecting a partner to help manage your client's investment goals you can be assured that at FIM Capital you will be served by an unwavering focus on client service, whist also following a rigorous approach to meeting your client objectives.
Our service provides:
- Access to a range of high quality multi-asset investment management solutions which deliver consistent outcomes
- A bespoke investment management service to meet a range of client requirements
- Access to our 'Pound a Day' model portfolio range
- Timely, quarterly reporting and valuations
- Transparent, cost effective and compelling investment solutions
- Dedicated support & communication to match your requirements
Based in the Isle of Man, FIM Capital is independently owned and is regulated by the Isle of Man Financial Services Authority and the UK Financial Conduct Authority.
Our investment team take a collegiate approach to both asset allocation and stock selection with the sole aim of providing our clients with optimal risk adjusted returns combined with superior client service.
This collegiate approach provides a robust framework which enables our investment team to discuss the macroeconomic environment, share investment ideas, feedback on company visits and proactively challenge each others ideas and preconceptions with a view to selecting the optimum assets which will meet the varying objectives of our global client base.
When reviewing our approach, the investment team at FIM Capital undertake diligent research and analysis which encompasses:
- Regular Investment Committee meetings
- Thorough discussion and debate
- Risk and reward analysis
- Analytical research
- Quantitative and qualitative stock screening
- Company or Fund visits
- Third party research
The above approach is then utilised to build an investment portfolio that targets the optimum risk adjusted returns based upon our clients:
- Investment objective
- Risk profile
- Income requirement
- Time horizon
- Other factors
Our discretionary investment management service provides our clients with an investment portfolio which has been designed to provide risk adjusted returns which meet their specific investment objectives based on their individual requirements.
Income Growth • low
Balanced Growth • medium
Capital Growth • high