Private Clients

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Quantum Capital provides the following services to our direct private clients. We also provide these services to third-party Private Client Advisers who wish to offer our private client services to their own private clients:

 

  • Discretionary Portfolio Service
  • Bespoke Portfolio Mandates
  • IPO Allocations & New Bond Issues
  • Property Opportunities
  • Co-Investment Opportunities
  • Differentiated Investment Funds
  • Mortgages
  • Insurance Solutions

  • Institutional Solutions
  • Lending Solutions
  • Monthly & ad-hoc Research
  • Stock Lending
  • Regular VIP Client Seminars & Events
  • Trust, Estate and Tax Planning
  • Bank Network of Specialist Advisors and services