What We Do Starts With What You Need
We help you to build your savings and investments and to make your money grow. Whether you are an existing investor with a range of investments that could do better or new to saving and investing altogether, we can help you make more of your money.
YOUR CHALLENGE
You may have investments that are simply not making the returns you expected.
You may want to build your capital for the future or manage your pensions and investments to make sure you have enough money for when you retire.
You want to make your future financially secure.
For useful information, term / phrase definitions and explanations of investment phrases, please refer to the:
YOUR GUIDE
Our job is to be your guide on the journey to success with your investments.
Using our core strategies or bespoke service we will help you to:
- Clearly define your objectives
- Work out a plan to achieve your goals
- Meet with you regularly to make sure everything is on track.
ACHIEVE YOUR OBJECTIVES
Successful investing is not easy and choosing the right strategy and sector can make all the difference.
You can make sure your money is working hard for you by taking control and using our professional service.
Avoid the common mistakes many investors make by working with us to achieve success with your investments.
- ISAs (Equity or Stocks & Shares Only)
- Standard Portfolios
- SIPPs (Self Invested Personal Pension Plans)
- SSAS (Small Self-Administered Scheme)
- Trustee Investment Portfolios
- Institutional Portfolios
At Middleton Private Capital we build in house and bespoke investment portfolios. We put our clients first and we recognise that everyone has individual needs and objectives. We offer: a discretionary investment management service, an advisory service and an execution only service. Learn more about these services
Our Philosophy is Simple
Our success is based on simple core values that make us stand out from the crowd
Independence, Transparency, Creativity, Trust & Responsibility
Independence
Our directors and staff own and run the company. We take personal responsibility for our investment strategies and investment management services. We invest our own money in the exact same way as we manage our client’s portfolios.
We always conduct our own in-house independent research. We will never rely on third parties to direct or influence our investment decisions.
Transparency
Everything we do is specifically designed to benefit you.
Middleton Private Capital communications are clear and tailored to what you want and need.
Our charges are simple, clear and fair.
Creativity
We are active investment managers, aiming to deliver market beating returns through innovative investment portfolios, comprehensive research, flexibility and a strong awareness of the prevailing market and economic conditions.
We provide a return to traditional, client-focused investment management where the growth of your capital is our goal.
We conduct a first-class business in a first-class way.
Trust & Responsibility
Middleton Private Capital invest in a socially responsible way.
We take responsibility for managing your investments.
We are acutely aware of controlling risk in our pursuit of growth.
Meet your main points of contact
Our director has been managing clients’ wealth and investment goals for over 40 years.
You can put your trust in our integrity
Ian
Ian has worked in investment and wealth management for over 40 years, having been personally responsible for over £54 million of funds under management in that time.
He has also managed a private equity and derivative portfolio for 18 years and is a chartered member of the Chartered Institute of Securities & Investment and an associate member of the Society of Technical Analysts. As Managing Director, he is passionate about making sure we deliver a first-class, transparent and exceptional service for our clients.
Ian lives in rural Nottinghamshire and when he is not at work you will mostly find him out walking in the countryside. Ian also enjoys cycling, clay pigeon shooting and playing tennis.
Whether you are a private investor, charity or pension trustee, financial adviser or an institution, your investment needs drive everything we do. Our team is focussed on delivering a first-class service in every aspect of our business and we are proud to encourage a work environment that allows our people to develop and grow.
Our primary objective and responsibility is to help our clients to grow and preserve their wealth by maximising investment returns. We are a people driven company, if you are looking for a truly personal service, you will find it here, in fact, we believe you wont find a better service anywhere. That’s a bold statement, but we know, it’s what we do.
We promise to put you first in everything we do, to put your interests before anything else, to listen to what you want to achieve with your investments and to support you always by safeguarding your money and helping you to achieve your investment objectives.
For more information and further reading on our investment services, please visit…
We don’t have a minimum term for investment – but we think we can only make a real difference when we have at least 3 years to work with you in managing your investments. If you don’t think you can invest for at least 3 years, our services may not be appropriate for you.
We don’t give financial advice, we advise on managing an investment portfolio and implement that advice by buying and selling shares and other financial market assets within a portfolio. If you are not sure that our services are appropriate for you, you should consult an Independent Financial Adviser first. We would be delighted to talk to you and your adviser anytime.
Your money is in safe hands with Middleton Private Capital.
All of our client portfolios are held with one or more of the largest financial brokers in the world. All are regulated and authorised by the Financial Conduct Authority (FCA) and have UK offices in London.
They look after private and institutional clients all over the world and are custodians for over £30 billion of clients deposits and investments.
“It is impossible to produce superior performance, unless you do something different from the majority”
John Templeton
Holly
Holly has over 16 years’ experience in the finance industry and has been part of Middleton Private Capital since the very beginning having previously worked with Ian. She is a member of the Chartered Institute for Securities and Investments working to expand her qualifications.
Holly is the Office and Compliance Manager at Middleton Private Capital, which involves her supervising day to day operations and managing our compliance and regulatory responsibilities.
She is an avid motorsport fan and loves spending time with her family. Holly is is responsible for the day-to-day running of the office and will be the main point of contact for most queries.
Meg
Meg’s role at Middleton Private Capital is Marketing Assistant. She is responsible for marketing, advertising and promoting the company, which includes creating marketing campaigns, updating social media and digital platform content, and analysing/collecting data for market research studies.
Meg is just as passionate about the business and aims to provide an outstanding service to all our clients.
Meg currently lives in Nottinghamshire. She has always loved horses and previously competed at one-day events and local competitions.
Ben
Ben has worked in the investment industry for six years and is our Assistant Investment Manager, where his role is to support the Managing Director in investment research and portfolio management. Prior to joining Middleton Private Capital, he worked for two investment advisories as a Research Analyst, serving both institutional and private clients. Ben’s main area of focus was hedge funds, in particular equity long/short and event driven strategies.
Ben holds the Charted Institute of Securities & Investment Level 4 Certificate in Investment Management and is an Associate Member. He also holds an MSc in Financial Management from Durham University, and a BA Honours in Business Studies from Newcastle Business School. Ben lives in London and enjoys playing golf, running and travelling.
Our Head Office at the Welbeck Estate, Nottinghamshire
Welbeck Estate was once the home of the Duke of Portland and has remained in the family for over 500 years. Welbeck Abbey is still a private home today. The estate is rich with fascinating history and today Welbeck makes great use of its facilities with its own brewery, farm shop and the Harley Gallery which displays a selection of fine arts and treasures collected over the years. Welbeck is famous for its underground tunnel system and for one of the largest underground ballrooms in the world, built by the 5th Duke of Portland, who also built The Winnings, which is a group of cottages. He built these using the prize money from the winnings of his much loved race horses.
Our London Office at St. James’s Square
We are delighted to welcome clients by appointment to our London office in St James’s Square. If you would like to review your investment portfolio, get in touch here. *Capital at risk