Services

We offer holistic financial services with an absolute focus on independence and alignment of interests.

Wealth Management

 

At Verity Capital, we facilitate account openings for our clients at banks in Switzerland and the UK, delivering expert portfolio management services across liquid assets such as stocks, bonds, and commodities, as well as Alternative Assets. Our approach prioritizes optimizing risk-adjusted returns, always with a vigilant after-tax perspective in mind.

 

Our process begins with listening. We never make presumptions or present templated solutions. We understand that every client’s financial landscape is distinctive, and thus, each portfolio we curate is uniquely tailored.

 

We offer three distinct types of investment mandates:

 

Advisory Mandate: This approach allows clients to make their own investment decisions while benefiting from our professional advice and market insights.

 

Discretionary Mandate: For clients who prefer to entrust the day-to-day management of their portfolio to our expert team, we provide a managed investment service. We design the strategy bespoke to client’s needs beforehand, we never undertake discretionary mandates with no restrictions.

 

Execution-Only Mandate: This service is designed for experienced investors who require a platform to execute trades but do not need advice or active management.

 

  •   Public Markets: focus on ETFs, single line Bonds. Bespoke Notes from only EUR 10k, priced across multiple Issuers Verity Notes

 

  •   Private Markets:
    •   Private Equity Funds: we offer access to top tier Funds with small minimums (from EUR 50k) and a secondary market: Verity Private Equity
    •   Direct Investments: we offer access to Institutional quality CoInvestment opportunities with small minimums (from EUR 50k); from Venture Capital stage to pre-IPO. We always invest our own capital on each transaction

 

  •  Hedge Funds: we offer direct access to Hedge Funds offering compelling returns throughout the economic cycles, minimums $100k

 

 

Consolidated Reporting / Risk Analytics Service

 

We consolidate all assets and liabilities from all custody relationships into a single customised report; that helps provide a 360 degree view of clients’ entire holdings, including real assets.

 

  •   We correct errors from Custodians so you have a single source of truth you can trust
  •   We perform a “Look Through” analysis for Fund positions
  •   We provide risk analytics, stress scenario analysis including breakdown of your exposures by various categories, showing contribution to your total portfolio risk of each holding. Just asset allocation does not say much.

Corporate Advisory

 

We offer Institutional solutions that are designed to help families/entrepreneurs realise the enterprise value of their companies.

 

Our experience and close relationships within the industry enables us to source solutions to even the most complex of needs and negotiate the best terms on our clients’ behalf.

  •   Financing
  •   Trade Finance / Invoice Financing
  •   Asset Backed financing: Real Estate, Shipping, Renewables
  •   Risk Management: currency, interest rates hedging, liability management

Get in Touch

General Enquiries

info@verity.capital

Careers

careers@verity.capital

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