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The world of investment is constantly changing. In order to align with the latest global developments and opportunities, IPS ensures insight, speed and agility in all our decisions. This responsive, informed and independently-minded approach achieves the results our clients demand.
Why choose us?
Since launching in 2007, we have rapidly become one of the UK’s leading independent investment management firms, now managing assets of c.£900m+. As a valued client, you’ll benefit from a hands-on, personalised relationship, with all the reassurance of traditional service, backed by a robust investment process and risk management technology. We are focused on one objective: meeting your needs with seamless and stress-free efficiency.
How we’re different
IPS Capital is owned and led by our Partners, with no ties to external shareholders or financial institutions. This empowers us with the unique freedom to optimise every potential advantage – ensuring consistent performance with exceptional service. Underpinned by our proprietary risk and portfolio management tool, IPS ART, our investment strategies will address your specific aims through insightful asset allocation and fund selection, alongside quantitative and qualitative measures to mitigate risk. The cornerstone of our reporting is transparency – a dedication to clarity and honesty that ensures you are always in control.
Whom do we help?
Our tailored investment management solutions suit a wide variety of financial objectives. We develop and implement investment strategies that are aligned with any goal and risk tolerance.
OUR APPROACH
Having Simon Moriarty and IPS working for us has been great. Communication about what’s going on in the Markets, our financial position and the strategies we are following, has been spot on! Debby and I can truly say that we have complete faith in their capability to deliver for us!
Stephen and Debby, Telephony & Property Entrepreneurs
Jonathan Blain and his team at IPS Capital are just superb. Their professionalism and patient approach to clients, makes for a winning combination, making clients feel instantly safe and secure. I very much enjoy working with IPS Capital and look forward to growing our relationship.
Stuart Dowding Head of Relationship Management, Intertrust Group, Guernsey
Jonathan Fennell is an absolute professional and clients feel confident in the knowledge that he is managing their portfolio. In addition, investment reports are easy to read and understand – a real bonus when I need to pick up information quickly and accurately.
Professional Deputy
