Our Activities
We provide tailored wealth-management solutions with a single, readily accessible point of contact. We do this through nine distinct activities:
Benefitting from a completely open architecture, we are able to source or build suitable financial products for you without restriction. Utilising our broad capabilities and experience, we enable you to invest across the full range of asset classes. The Assets and Product linked assets we typically advise on include Equities, Debt Securities, Private Debt, Currencies, Derivatives, Funds, Structured Products, Currencies and Cash, and Long-Term Insurance Contracts.
Kesbridge Capital provides a range of services related to arranging credit or advising on credit. Where requested, we are able to source and advise you on arranging credit facilities with a broad range of internationally reputed custodian banks. We can make arrangements for you to borrow money by way of a credit facility, or provide you with advice on the merits of entering a particular credit facility.
- Kesbridge Capital provides a custody arrangement service, providing access to custodians that can hold your assets independently. We utilise world class platforms and collaborate with major global institutions, to ensure that we adhere to international best practice in risk management, compliance, control policies and procedures. And we have established relationships with a range of private banking providers, including private banking booking centres across Switzerland, Hong Kong, Guernsey. Singapore, the Isle of Man and the United Arab Emirates.
We provide global, transparent, timely and result-driven investment advice while prioritising our clients’ interests. We deliver investment advisory solutions across various financial products and provide professional services ranging from constructing a portfolio, market analysis and research to identifying the right opportunities. Our broad network and industry expertise allows us to deliver privileged investment opportunities to our clients.
The scope of Managing Assets encompasses two different service types. The first being discretionary and the other being non-discretionary.
Kesbridge offers an ability to purchase/or sell financial instruments on behalf of its clients. These investments are settled in the client’s account with 3rd party custody providers or be settled in ECL’s omnibus account which holds assets on behalf of clients.
Kesbridge provides Dealing in Investments as a Matched Principal. We could enter into a transaction as principal to a matched transaction providing best execution terms to our clients who are seeking execution capabilities in SWAPS, Forex, Credit, Index Futures & Options, CFD’s, Commodities and Cash Equity Services.
Services are provided on an “Execution Only” basis to “Professional Clients and Market Counterparties” only.
Services are provided on an “Execution Only” basis to “Professional Clients and Market Counterparties” only.
We safeguard and administer the investments of our clients. The Firm makes arrangements with third-party service providers to hold custody of assets. Kesbridge’s role in ‘Providing Custody’ involves the activities of safeguarding and administering investments belonging to another person, where the Firm will be legally accountable for safeguarding and administering these assets.
Kesbridge is able to provide segregated omnibus accounts to hold clients' assets completely segregated from Kesbridge’s assets. A client is assigned a segregated account that will identify the client’s assets separately to any other client or Kesbridge’s assets. The custodian bank will provide transaction recordkeeping and position statements on a periodic basis.
Kesbridge is able to provide segregated omnibus accounts to hold clients' assets completely segregated from Kesbridge’s assets. A client is assigned a segregated account that will identify the client’s assets separately to any other client or Kesbridge’s assets. The custodian bank will provide transaction recordkeeping and position statements on a periodic basis.
Managing a Collective Investment Fund
We offer to establish collective investment funds structured as Qualified Investor Funds (QIF) & Exempt funds, designed to meet the needs of the global investor community.
Qualified Investor Funds (QIFs) are a category of investment funds designed for professional or sophisticated investors who meet certain criteria, often related to net worth, experience, or investment size. They are usually subject to lighter regulation than retail funds, making them more flexible in terms of investment strategy and structure.
Key Characteristics:
• Investor Eligibility: Only open to “qualified” or “professional” investors who meet minimum investment thresholds (e.g., $500,000).
• Regulation: Typically regulated but with fewer restrictions than retail funds (e.g., more lenient rules on diversification, leverage, and asset types).
• Usage: Popular for hedge funds, private equity, real estate, and other alternative investments.
Exempt Funds are investment vehicles that are exempt from certain regulatory requirements, often due to their target investor base or fund structure. They are common in offshore jurisdictions (e.g., Cayman Islands, British Virgin Islands), and are tailored to institutions or high-net-worth individuals.
Key Characteristics:
• Regulatory Exemption: These funds are exempt from full regulation, often relying on lighter-touch oversight or registration requirements.
• Investor Limits: Typically limited to a small number of sophisticated or institutional investors (e.g., under a specified investor cap or investment size of $50,000).
• Flexibility: They allow fund managers considerable flexibility in terms of investment strategy, disclosure, and structure.
We offer to establish collective investment funds structured as Qualified Investor Funds (QIF) & Exempt funds, designed to meet the needs of the global investor community.
Qualified Investor Funds (QIFs) are a category of investment funds designed for professional or sophisticated investors who meet certain criteria, often related to net worth, experience, or investment size. They are usually subject to lighter regulation than retail funds, making them more flexible in terms of investment strategy and structure.
Key Characteristics:
• Investor Eligibility: Only open to “qualified” or “professional” investors who meet minimum investment thresholds (e.g., $500,000).
• Regulation: Typically regulated but with fewer restrictions than retail funds (e.g., more lenient rules on diversification, leverage, and asset types).
• Usage: Popular for hedge funds, private equity, real estate, and other alternative investments.
Exempt Funds are investment vehicles that are exempt from certain regulatory requirements, often due to their target investor base or fund structure. They are common in offshore jurisdictions (e.g., Cayman Islands, British Virgin Islands), and are tailored to institutions or high-net-worth individuals.
Key Characteristics:
• Regulatory Exemption: These funds are exempt from full regulation, often relying on lighter-touch oversight or registration requirements.
• Investor Limits: Typically limited to a small number of sophisticated or institutional investors (e.g., under a specified investor cap or investment size of $50,000).
• Flexibility: They allow fund managers considerable flexibility in terms of investment strategy, disclosure, and structure.