Tailored wealth management solutions built around each client’s objectives, circumstances and long-term priorities.
Discover Wealth MANAGEMENTHorizon Capital combines independent investment selection, ongoing portfolio oversight and coordination with selected custodian banks within a flexible wealth management framework.
Portfolios tailored to personal objectives, risk tolerance and liquidity needs.
Long-term portfolio oversight designed around family priorities, continuity and evolving circumstances.
Investment management that takes account of private wealth, business exposure and liquidity needs.
Clients can choose the level of delegation and involvement that best matches how they wish to manage investment decisions.
Horizon Capital makes investment decisions on the client’s behalf within the agreed mandate, guidelines and risk parameters.
Horizon Capital provides investment recommendations, while the client retains final decision-making authority.
The client makes investment decisions independently and instructs Horizon Capital to execute transactions.
Each relationship follows a clear and disciplined process, from understanding the client’s situation to implementing and reviewing the agreed investment approach.
Establish the client’s objectives, circumstances, investment experience and priorities.
Agree on the mandate, level of delegation and key investment parameters.
Build the portfolio through diversified selection across the relevant asset classes.
Coordinate execution through the selected custodian bank and agreed service model.
Monitor the portfolio and adjust the approach as markets and client circumstances evolve.
Our investment philosophy combines rigorous analysis, realistic assumptions and disciplined decision-making to navigate changing market conditions while maintaining a long-term perspective on risk and return.
Investment decisions are grounded in a structured framework designed to reduce behavioural bias and maintain disciplined risk control.
Fundamental analysis and market-based indicators are combined within a consistent and evidence-driven investment process.
The approach seeks attractive opportunities across different market environments while preserving a disciplined view of portfolio risk and return.
Portfolios can draw on a broad investment universe spanning public markets, alternative strategies and private-market opportunities, depending on the client’s mandate and investment objectives.
Liquid investment solutions across global public markets.
Global and regional equity exposure.
Sovereign, corporate and credit strategies.
Selected third-party and specialist investment funds.
Tailored exposure through structured investment solutions.
Complementary sources of return and diversification beyond traditional public markets.
Selected private equity and other private-market opportunities.
Privately originated lending and credit strategies.
Exposure to commodity markets and related strategies.
Systematic strategies beyond traditional market beta.
The final investment universe is defined by the client’s mandate, suitability requirements and portfolio objectives.
The relationship is structured between the client, Horizon Capital and the selected custodian bank, with clearly defined responsibilities for investment management, asset ownership and custody.
Client assets are held with the selected custodian bank and remain directly in the client’s name.
Horizon Capital acts under a limited power of attorney to manage or advise on the portfolio. This authority does not permit transfers or withdrawals outside the client’s account.
The custodian bank provides custody, settlement, account administration and the banking services selected by the client.
Three clearly defined roles within one coordinated relationship.
Our approach is built on integrity, transparency, discretion and long-term alignment with our clients.
We maintain high ethical standards and an independent approach to investment advice and decision-making.
We favour open dialogue, clear reporting and transparency around portfolio decisions and fees.
Client information is handled with care and protected throughout the relationship.
We take a durable perspective, adapting the relationship as client circumstances and priorities evolve.
Our team is available to discuss the service model and investment approach best suited to your circumstances.
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