Investment Management

Individuals and Families

Whatever your circumstances and aspirations, IPS Capital is here to help you achieve your objectives by developing robust and adaptable investment strategies that yield sustainable results. We will work to provide the right services for you and your family.

How we help

 

Multi-asset investment management

Delivers a targeted return backed by controlled risk management for medium to longer-term investors. We aim to beat inflation while generating income and growth.

 

Cash management

Aims to produce enhanced returns when compared to cash deposit rates, by using money market funds, as well as government securities and short-term, high-quality bonds.

 

Tax management

Optimises tax wherever possible by using tax allowances and intelligently allocating assets across your portfolio. This concentrates higher-taxed assets in the most efficient way. Where appropriate, we also work closely with our Wealth Planning colleagues to offer additional tax mitigation services.

 

Types of accounts available:

  • General Investment Accounts (GIAs)
  • Pension funds, both for SIPPs (individuals) or SSASs (corporate pension schemes)
  • ISAs/JISA
  • Corporate
  • Charity/Trust
  • Offshore/Onshore bonds

OUR PEOPLE

Jonathan Blain

Managing Partner

Meet Jonathan Blain

Simon Moriarty

Partner

Meet Simon Moriarty

Jonathan Fennell

Partner

Meet Jonathan Fennell

Matthew Hunt

Partner

Meet Matthew Hunt

Julia Young

Investment Manager

Meet Julia Young

Roger Ballard

INVESTMENT MANAGER

Meet Roger Ballard

OUR INSIGHT

Just cut rates already | Weekly Market Update

20 February, 2024

If you awoke from a coma and someone told you that the UK economy was in recession and inflation was negative, I’d hope that you’d…

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Trump or Biden? | Weekly Market Update

12 February, 2024

I was sent a client question this week: who will be better for my investments…

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Where are all the back-to-the-office people actually going? |Weekly Market Update

6 February, 2024

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