Independent
Wealth & Asset
Management
Building long lasting relationships, with a focus on
delivering high-quality, risk-adjusted returns
What Sets Us Apart
- Institutional
- Independent
- Aligned
Your true Trusted Advisor
- Fully personalised mandates.
- Νo models, no buckets,
- no prefabricated fund ranges.
- Control your portfolio.
- Use our market intelligence to make better decisions.
- We support corporates, charities, and trusts in managing liquidity with efficient, low-risk solutions
- Unlock liquidity without disrupting your long-term investment strategy.
- Specialist access to some of the world’s most exclusive hedge funds, private equity, private credit, co-investments.
- Consolidated reporting, transparent cost control, and corporate finance & risk management services
Βoutique wealth & asset
management services
of institutional-grade quality
Our independence ensures we aren’t confined to a single institution’s offerings. We actively invest, bearing “skin in the game”, echoing our client’s investments.
Serving Private & Institutional Investors
Founding Partner
Data-Driven Investments
- Proven Track Record
- Expertise in Alternatives
- Asset Allocation & Risk Management
Individuals & Families
Managing family wealth in the UK means balancing life goals, tax efficiency, risk management and liquidity. We provide advisory and discretionary portfolio management and clear planning across ISAs, SIPPs and taxable accounts, so you can focus on life while we protect and grow capital within agreed risk limits.
Entrepreneurs & Business Owners
Whether you’re planning for a business exit or succession, seeking to diversify your investments, or ensuring your liquidity earns the maximum yield, we deliver strategies designed to optimize your financial outcomes.
Financial Professionals
At Verity Capital, our investment management services lets you stay focused on your career while we take care of your wealth. Our team comes from Global Markets (trading / structuring / risk management), not traditional private banking.
Lawyers & Partners
Verity Capital delivers discretionary management and partnership income planning so you can focus on your clients while we manage your investments across both liquid and alternatives assets.
Executives & Directors
Our discretionary wealth management simplifies the complexity of executive compensation planning, stock options/RSUs, retirement planning, and risk management—so you can focus on leading the business.
International Investors
Managing wealth in regions facing currency devaluation, high inflation or political instability is challenging. Our mission is to help you safeguard assets by diversifying into stable jurisdictions such as Switzerland and the UK.
Investors choose us for our conflict-free advice,
and access to institutional-grade investments.
Independent
We work for You
Not for a Bank
Service
Institutional Quality
Flexible and Personalised service
Costs
Save Fees
Using efficient instruments
Case Studies
How Verity Capital delivers
Liquidity Solutions for a Listed Corporate
Client was confronted with a barrage of unsuitable structured note suggestions from their private banks and low deposit rates from their local banks. Desired independent advice and smart liquidity solutions over mere product pushes
Our Solution
We have consistently provided daily updates and thorough research on individual bonds, keeping our client well-informed and ahead in the market
Our team has been actively engaged in new bond issues, ensuring our clients have timely information and the opportunity to participate in promising investments
Direct Connection with Top-Tier Investment Banks: Leveraging our direct links with the dealing rooms of leading investment banks and access to their Bloomberg runs, we ensure that our clients benefit from transparent, timely, and cost-efficient executions. This aspect is particularly crucial in the often opaque OTC bond markets
Alternative Investments for a Real Estate Family Office
While satisfied with the liquid asset offerings and execution from his private banks, the client sought specialized guidance in the realm of alternative investments, notably in Private Equity and Hedge funds
Our Solution
Utilizing our expansive network in both London and the USA, we facilitated access to elite, often capacity-limited Hedge Funds, including names like Point72, Brevan Howard, and Millennium, with investment entry points set at an accommodating $50k
With this particular client, we enabled participation in Private Equity co-investment ventures, spanning from early-stage ventures right up to pre-IPO stages. These ventures encompassed diverse geographical regions from emerging markets to Europe
We’ve established our own SPV programme specifically tailored for co-investment in private transactions, facilitating entry points as low as $50k.
Our commitment to safeguarding our client’s interests is evident in our rigorous due diligence processes. Furthermore, these private deals are in tandem with renowned institutional investors like Sequoia, TPG, Accel, Blackstone, and other industry leaders
The client’s satisfaction is evident in his continued referrals, a testimony to the access and quality service we’ve provided.
Efficient Structured Notes Offering
While this discerning client was self-reliant concerning his liquid portfolio (including bonds and stocks), he faced significant delays and limitations when dealing with structured notes from his Private Banks. What were the issues ? The slow execution, particularly in a rapidly changing market, the high minimums for a bespoke structure that suits his risk/reward preferences
Our Solution
Verity is committed to expeditious service, guaranteeing termsheet generation for bespoke Notes within just a few minutes, coupled with real-time pricing updates
Our Notes are highly customized and accessible, with minimum investment thresholds as low as $50k, all from over 10 investment-grade Bank Isssuers
By leveraging our Structured Note pricing software, we can make immediate adjustments, bypassing common delays
Most importantly, our clients have the freedom to invest precisely according to their preferences, rather than being funneled into what the banks are trying to sell.
Trusted by sophisticated investors. Proven by Results.
Years of Experience
Satisfied Clients
Well Capitalised
Client Retention Rate
Real Open Architecture
access to 50+ top quality hedge fund
and private equity managers