Fexinc Fortune Capital is an investment management firm.
We build and manage portfolios on behalf of private clients, families and institutions, across public markets, real assets and digital assets.
Our operating principle is simple: the client should be able to explain their own portfolio. If a strategy cannot be described in plain language, it does not belong in a mandate.
The client's interest is the only interest in the room.
Advice is given on suitability, not on what is easiest to place. Where an allocation is unsuitable, it is declined. Including when declining costs the firm revenue.
- ·Suitability assessed before capacity
- ·No product placed for firm convenience
- ·Conflicts disclosed in writing
Fees, holdings and performance, without translation.
Clients receive position-level reporting with fees expressed in currency as well as basis points, and performance shown net of everything the firm charges.
- ·Position-level statements
- ·Fees in currency and basis points
- ·Performance reported net
Global markets, served from a single accountable office.
What the firm does.
- Discretionary and advisory mandatesCore service
- Public marketsEquities, fixed income, FX
- Real assetsProperty, infrastructure, energy, metals
- Digital assetsBounded, custody-evidenced
- ReportingPosition-level, monthly
- Registered officeAltrincham, United Kingdom
Where we operate.
Our registered office and operating contact details are published in full.