Creechurch Brochure - Creechurch Capital

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integrity, quality, professionalism
and performance.
our core values Underpin EVERYTHING WE DO
In a dynamic and challenging investment
environment, Creechurch Capital’S KEY OBJECTIVE
IS TO consistently exceed client expectations
making it AN ATTRACTIVE partner when
considering wealth protection and growth.
Today’s global financial marketplace presents a myriad of choices
At Creechurch Capital, we take an holistic approach to protecting
for investors. Creating an investment portfolio that has the correct
and enhancing wealth. As a focused independent investment house
balance to consistently provide the returns not just to meet today’s
we recognise the challenges associated with the modern investment
needs but those of tomorrow, is a challenge for most particularly
landscape. Our services are client-led reflecting the distinct
those who are time-poor and unable to divert the necessary
differences between individual client requirements.
resources to maintain and grow their wealth.
Delivered by an experienced and industry-respected team,
Creechurch Capital offers a robust investment formula for clients
who rightly demand excellence and outstanding service.
Where Creechurch CAPITAL stands apart from
other advisors is that we focus on our
strengths of investment expertise and work
with global partners to provide support services.
We are acutely aware that the security of assets has always been
Discretionary Management
a factor but recently has emerged as a significant concern to
investors. To address this we have engaged the Royal Bank of
Our discretionary management service delivers a highly responsive
Canada (RBC) to provide a secure and fully independent custodian
approach to asset management. It is our flagship service and is
and administration services for our clients’ assets.
suited to investors who wish to take full advantage of our experience
and expertise.
This means that client portfolios are entrusted, at all times, to an
independent professional custodian where assets are ring fenced
Responsiveness is critical to addressing market volatility and
within a designated client account and can be accessed by the
maximising the opportunities that this environment presents. Our
client through the secure RBC internet platform 24 hours a day,
service is agile, responding quickly and in tune with agreed client
7 days a week.
parameters, making it a highly efficient and effective way to
manage assets.
Our commitment to active asset allocation means that investment
decisions are based upon experience and qualitative interpretation
ensuring portfolios are never left to languish.
Advisory Management
If you enjoy a hands-on approach and take an active interest in
the markets but would value a second opinion, then our Advisory
Management Service offers professional and specialist
investment advice.
Founded on traditional core values and an inclusive working
Creechurch Capital embraces the modern business practices
environment that encourages the freedom of expression, Creechurch
of transparency and accountability and works closely with the
Capital attracts experienced and talented professionals. Our team
regulatory authorities so that it is well placed to anticipate future
has a strong and creditable record within the asset management
regulatory developments and act accordingly.
industry and its underlying investment process comes from many
years of development and refinement.
Our services are built around the exacting needs of our clients
and we always commence our relationship by meeting you to
gain an in-depth understanding of your present situation and
your future aspirations.
integrity, quality, professionalism and
performance. our core values Underpin
EVERYTHING WE DO
Our clients are from diverse backgrounds – each requiring a
Over time we can demonstrate strong and lasting partnerships
bespoke approach to their investment needs. Our service is built
with our clients. Such relationships endure through our ability to
upon a full and open understanding of each client’s financial
offer expertise and excellence by operating:
position, aims, objectives and appetite for risk.
Blending this understanding with our specialist expertise,
Creechurch Capital creates a tailored investment strategy that
enables clients to expose their capital to only the required level
of risk and in turn, target their aspired level of return.
A bespoke investment philosophy and proven methodology;
Transparent and confidential communication;
A personalised service by committing to building and
maintaining relationships.
The foundation of our core values are integrity, quality,
professionalism and performance. By embracing these values
our clients benefit from an investment service that gives them
confidence and peace of mind.
The Peacock:
A noble and beautiful bird symbolising
some of the most admired human
characteristics of integrity, watchfulness,
guidance, and nurture.
COntact us
If you would like to take advantage of our
investment management services, or if you
already have a portfolio of investments and
are seeking advice, please contact us to set
up an initial meeting.
Tel. +44(0)1624 653800
email. info@creechurchcapital.com
www.creechurchcapital.com
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Clients are advised that the value of investments can go down as well as up. Creechurch Capital Limited is licensed by the Isle of Man Financial Supervision Commission
and registered in the Isle of Man, number 5267V. VAT Registration No. 003 2910 30. Registered Address: Knox House, 16-18 Finch Road, Douglas, Isle of Man IM1 2PT.
For your security communications may be recorded. Full product details including Terms & Conditions and Fee Schedule are available upon request.
Offices shown are those of the Knox Group.