Welcome to Yellow Capital Wealth Management; an independent, fee based wealth management boutique founded on the core principals of fundamental money management.
With expertise in financial planning and investment portfolio management, we offer sound investment advice, tailored specifically to your needs and financial situation. Working in co-ordination with bankers, trust & estate practitioners, legal counsellors and taxation specialists, we aim to manage your wealth in as convenient and efficient a manner as possible.
The team at Yellow Capital comprises credentialed, professional money managers who work to enhance the income, growth and tax-favoured treatment of long-term investors. Boasting a referral network of highly specialised, professional firms that are vetted by Yellow Capital, you are ensured an exceptional standard of professionalism and service delivery.
As a niche practice that services a select group of high-net-worth families and small business owners, we, at Yellow Capital, place great value on the trust that ensues from long-standing client relationships. We offer not only a service that is both sophisticated and discreet, but a business relationship that will ultimately improve your quality of life.
The golden globe emblem adopted by Yellow Capital is a registered trade mark of the Yellow Capital Group. Yellow Capital Wealth Management is a trading style of Yellow Capital Investment & Financial Planning Ltd and is an appointed representative of Valid Path Limited, which is authorised and regulated by the Financial Conduct Authority.
The value and income of any of the securities or investments recommended by Yellow Capital, as well as the price of shares and the income derived from them, may fall as well as rise. Thus, investments do not always return the original amount invested. It should also be noted that past performance is not an accurate guide to future performance.
Definition of risk
‘Investment risk’ is often synonymously defined as ‘loss of capital’, a misleading notion purported by the infamously unpredictable world of finance. There is, of course, a possibility of loss in the shorter-term but investing in the stock market is a long-term exercise. Successful investment may be risky but need not be volatile. Sound advice and solid planning minimise the risk and maximise the return.
While the stock market is inherently unpredictable, the investment process and strategy followed by Yellow Capital is predictable and stable.