Wealth Management Advisors, Inc. http://www.wealthmgt.com/
Ascot Capital Group Investment Holding Corporation (ACG) stands for performance
in every market environment. We differentiate between times in which we focus primarily
on generating substantial returns and periods in which our macroeconomic outlook
suggests that a more conservative approach is advisable. We aim to combine the two crucial
elements of successful investing: superior absolute return and capital preservation.
We are large enough to offer global wealth management services and yet we are small
enough to care about you.
We are the team around you.
Message from the Chairman
Ascot Capital Group is setting itself for new successes in the upcoming years as it embarks on an
aggressive expansion plan. Our strategy is straightforward – becoming a first-class investment firm
by basing our proactive approach to unique investment opportunities on solid international
expertise and unparalleled advice.
We believe that there are ample opportunities for niche and tailor-made transactions worlds
market and part of our strategy is identifying markets niches for Ascot Capital Group where we
can clearly differentiate ourselves, while keeping our long-held stature as the investment managers
and advisors of choice.
With the necessary expertise, skills and processes in place, Ascot Capital Group is already
leveraging its regionals and international knowledge through various mandates with prominent
institutions and investors.
Ascot Capital Group prides itself in its valuable human assets, its knowledge base and its privileged
access to decision-makers and is further rewarded with a loyal clients base and a supportive group
of shareholders and responsable and compentent employees. Driven by unfaltering principles,
Ascot Capital Group plans to bolster its market leadership and continuously demonstrate its
commitment to outstanding client service.
We have three invaluable assets - our people, our capital and our reputation. If any of these are
ever compromised, the last is the most difficult to restore.
We envision Ascot Capital Group as the asset management and investment banking firm with aim
to provide our clients with an unparalleled quality of advice and service through an
uncompromising determination to achieve excellence in everything we do.
We think “out of the box,” looking for new opportunities and challenges through constant learning
We provide superior risk adjusted returns to our shareholders and clients. We take a client-centric
perspective, catering to their needs with an emphasis on building long-term relationships.
Ascot Capital Group, through its subsidiaries, is a leading, independent
provider of investment and wealth management services for corporations,
private clients and trustees, including discretionary asset management, tax
planning, trust and company management, real estate and properties advisory,
fiduciary and corporate finance services. Our Group of Companies delivers
strategic capital raising and merger and acquisition advisory services with
specialized sector expertise.
We help clients to raise funds and diversify capital sources by accessing the
domestic, international and private markets. Our corporate finance team
provides superior hedging and structured product solutions tailored to clients
looking to maximize returns and minimize risk.
Ascot Capital Group invests globally in private equity transactions in select
companies with the objective of medium to long term capital appreciation.
Ascot Capital Group takes a partnership approach to investing with both
management teams and other financial or strategic investors.
Group of Companies
Ascot Capital Group is an independent asset manager and financial
services company.The company's investment services are primarily
opportunities that offshore structures can provide.
offered through its subsidiary Ascot Capital Management, which
manages separate accounts for high net worth individuals,institutions,
and qualified pension plans, and through the Company's role as
New York, USA
advisor to a significant number of all types of Funds. The company's
asset management businesses are supported by Ascot Capital
Partners and many institutional brokers/dealers as well. Ascot Capital
Isle of Man
Management distributes the mutual funds and in collaboration with
Ascot Information Research Network publishes investment research
and business analysis which is one of the key elements of Ascot
Capital Group success. In addition through its subsidiary Ascot
Principal Investments, the Company serves as general partner or
investment manager in a number of limited partnerships with varying
investment objectives. Our Group member, Stebro Ltd offers a full
investment service for private clients and private businesses.
Stebro’s services are tailored to client needs and we offer specific
financial solutions dependent upon a client's specific circumstances
you can work with us call or visit:
Wealth Management specializes in the enhancement, protection and management of private
and corporate wealth internationally. We are committed to building long-term personal
relationships with our wide range of clients, and delivering a broad range of high quality, high
value services. Our services include investment management, strategic advice, financial education,
banking, trust, pension planning, global custody and corporate and fund administration.
Corporate Finance We are a leading independent corporate finance adviser. The combination
of our offices and international partners provides our clients access to global markets.
We advise companies, individuals and a wide range of financial institutions.
We focus on five areas:
mergers and acquisitions
structuring and raising debt
stock market flotation
advising private equity groups
private placement deals
M & A Advisory We focus on a number of industry sectors, each with a dedicated international
team of professionals. Within each sector, this gives us a thorough knowledge of the market
dynamics, the participants and the influence they have on our clients, and public and private equity
interests in the sectors. Most importantly this gives us a considered view of what the future holds
for these sectors and our clients - at all times.
Services include advice on:
public takeovers and defenses
valuations and fairness opinions
business sales and disposals
acquisitions and mergers
equity capital markets - flotation and secondary issues
private equity transactions
Fiduciary Services We provide fiduciary and financial services both in the Switzerland,
Luxembourg, UK and Hong Kong and from our offshore locations in Isle of Man, Dubai, BVI,
Panama and the Cayman Islands. Our partners, tax advisers and chartered accountants, advice you
in the various aspect of a company formation, tax and accounting management and the use of the
financial vehicle related to these structures.
Beyond company domiciliation, accounting and tax advice, or corporate services, our fiduciary
department covers a range of mutual or securitization fund's incorporation, formation and
management services. Our offshore services can be customized to meet the specific international
requirements of individual clients, both personal and corporate, including intermediaries.
ASCOT CAPITAL MANAGEMENT
Success Trough Strategy
Ascot Capital Management is a dedicated asset manager, leader in financial protection and wealth
management. Our aim is to develop close relationships with our clients and to provide them with
outstanding investment solutions backed up with exceptional customer service. Please note that Ascot
Capital Management work on referral basis only. For more information if you’re existing client or if you
have referral ID please contact our asset management department on email@example.com
Multi-specialist asset manager
As a multi-specialist asset manager, we offer investment expertise across a broad range of asset classes
that few of our competitors can match, but we focus on specific areas within each asset class where we
can add real value for our clients.
Investments are managed by specialists
In order to balance the benefits of scale with agility and dynamism, our investment teams are small,
empowered and specialized by investment type or product.
Investment decisions are based on fundamental research
We believe that fundamental in depth research is the key to strong investment performance. As such,
we have three dedicated research areas - equities, fixed income and investment strategy.
Structured investment processes with a risk management focus
Our investment processes are designed to deliver consistent performance with clear responsibility at
each stage. Risk management is integrated throughout the process.
Aim to provide superior investment solutions for our clients
Our understanding of local client requirements, along with our extensive range of investment capabilities
enables us to combine products to provide both product and investment solutions that meet genuine
A wide range of retail and institutional clients
Our experience is reassuring. We currently manage portfolios and provide investment solutions for a
wide range of clients, including distributors of retail investment products, individual investors, institutions
and insurance companies. We work in partnership with our clients through a deep knowledge of their
business requirements as well as their local needs.
Our Investment Philosophy
Superior returns can be gained through:
Focusing our investment resources where we have a clear competitive edge
In-depth, fundamental research
Investment teams that specialize in one area
Empowered portfolio managers
Decentralized decision making
Risk aware environment
Experience I Integrity I Independence I Innovation
The key benefits of Ascot Capital Management:
Individual advice: ACM client advisors work
with you to identify your risk profile and give you
personalized advice about exactly which
investment strategy is best suited to you.
A full asset management service: When you
become our client, you get a full asset
management service that is tailored to your needs
and based on ACM's comprehensive know-how.
Professional portfolio management: Thanks
to active management, the fund portfolios are
adjusted continuously in line with the latest
market developments so as to maximize your
return. Regardless of how much you invest, you
reap the benefits of professional, cost-effective
International diversification: With just one
transaction, you can enjoy the advantages of
international diversification, thus reducing the risk
attached to your investment.
Transparent reporting: ACM maintains various
communication channels to ensure that you are
never in the dark as regards the developments and
strategic decisions that affect your asset allocation
fund. A new and comprehensive quarterly report
can now be provided on request, informing you of
the fund's performance over the preceding
quarter and including an overview of market
trends. This, together with regular consultations
with your client advisor, helps you ensure that you
always know exactly how your portfolio is faring.
“a first-class service and
prompt personal attention”
ACG Global Consultants
ACG Global Consultants international team based in Switzerland with 7 offices worldwide
will assist clients in business operations around the world. Our core activities are
consulting on international tax planning and financial consulting. We provide analysis,
consulting and planning services such as:
• Consulting on the choice, implementation and maintenance of tax planning solutions
• Planning and consulting on the coordination of corporate structures
• Planning and consulting on the coordination of assets protection structures
• Consulting and assistance on the implementation of double taxation treaties
• Value added tax (VAT) planning
• Consulting on the utilization of high tax jurisdictions structures for international
• Financial engineering (planning, synchronization)
• Inheritance planning
• Fiscal analysis of portfolios, investments and insurance policies
SWITZERLAND I DUBAI I HONG KONG I NEW YORK I PANAMA I NEW ZEALAND I SINGAPORE
Furthermore, we can offer wide range of fiduciary services in domain of companies,
foundations and trusts incorporation, management services (domiciliation, professional
fiduciary directors, nominee shareholders, fiscal and administrative authorities’ relations,
and legalization of documents), and commercial services (Bank accounts opening and
management, trading instructions execution , assistance and execution of contracts,
invoicing and letters of credit, accounting and arranging audits, company activities
MAKING THE PIECES FIT
ASCOT INFORMATION RESEARCH NETWORK
Investment research and business analysis
Ascot Information Research Network (AIRN), the ACG’s global network of investment
research and business analysis, is one of the world's foremost financial research organizations.
For global economic data, forecasts, investment strategy, advice and, where permitted,
investment recommendations, tap into Ascot Information Research Network. ACG clients
enjoy even more privileged access to AIRN publications. How AIRN can bring you the
knowledge that drives your investment success contact us on
Secure your Financial future
with the right investment
ASCOT CAPITAL PARTNERS
Doing deals. Delivering values. Worldwide
We are active investors across all stages of funding, from early stage venture capital to growth capital,
buyouts and infrastructure. We invest to help businesses achieve their growth ambitions, restructure
shareholdings, release equity or change the balance of equity to debt. We work with these companies
to add and ultimately realize value, through trade sales and stock market listings. Once we have
invested, we are committed to working in partnership with you, delivering our international network,
energy and market insight to help you build an exceptional business.
Ascot Capital Partners operates as an investment firm. Each company in our portfolio will be
independently managed and financed. Each has its own board of directors, which includes Ascot Capital
Partners representatives. We are quot;involvedquot;, patient investors, not traders. The average time we plan to
invest is above five years. We take a long-term view of a company’s performance. We will never be
concerned with quarterly results, but rather focus on cash flow and look at results over a number of
years. Ascot Capital Partners core investment principles are and will be that the closing of an
acquisition is only the beginning of the process of delivering value. This means that after the deal is
For more information please do not hesitate to contact us on
Investment opportunities with peace of mind
ACG REAL ESTATE ADVISORY
We are the company dedicated to supporting investors in the emerging property markets
worldwide. We understand how difficult it can be to invest in emerging property markets.
We also understand how rewarding it can be; personally and financially. Our mission is
therefore to provide comprehensive advice and support to enable more people to invest in
emerging markets. In addition to emerging property advice and sales, ACG Real Estate
Advisory also offers a number of additional professional services. These range from helping
raise finance, to providing legal support, organizing rental and reselling of your investment
Buying overseas property can increase your liability to a number of taxes, including capital
gains and inheritance tax. Without careful financial planning you could find that the taxman
takes away more than you expected.
We have a solution.
Using a corporate structure to buy high value property overseas can reduce or even avoid
these potential tax liabilities. Depending on where the property is situated corporate
ownership may also provide other benefits. These could include savings on legal fees,
transfer taxes, value added taxes and stamp duties.
Learn more about corporate ownership and other tax issues relating to property purchase
by contacting our property department on firstname.lastname@example.org
Trusted to deliver
FCS Capital Ltd was founded in 2001 as a financial and trust company.
As we have grown, our focus has remained on innovation and a commitment
to outstanding client service. FCS Capital Ltd has also established a research
presence in Beijing, Shanghai and Hong Kong, enabling our analysts to conduct
insightful, hands-on research on the growth industries across China.
We also have a China wide network through our association with
High-Tech International Business Incubator Co. Ltd.
Our departments work together seamlessly to deliver our services, with expertise
in the following areas:
We offer a full range of portfolio solutions to match your investment goals.
You can choose from both discretionary and advisory mandates. As a
worldwide asset manager we can offer you a wide spectrum of first class
ACG Managed Fund Portfolio- A selection of the world’s leading funds from
ACG and third party providers
ACG Portfolio Management- A successful combination of single securities and
ACG Managed Investment Portfolio- Exclusive access to innovative
ACG Absolute Return- Aim to achieve stable returns independent of market
ACG Active Portfolio Advisory- Proactive portfolio advice and monitoring by
your dedicated investment specialist
ACG Active Portfolio Supervision- Proactive portfolio advice and monitoring by
your client advisor supported by an investment specialist
FUNDS & INVESTMENTS
ACG not only offers you expert advice on where to invest. It can, literally,
create a personal product for you – tailored specifically to your individual
needs and risk profile. Each client can select a strategy to match their
investment ideas, risk tolerance and personal investment objectives.
Protection- Solutions for investors with low to moderate risk tolerance
who want either partial or full capital protection with limited, unlimited, or
fixed potential returns.
Optimization- Solutions for investors with moderate to high risk
tolerance who want to get more from their investment portfolios in flat
Performance- Solutions for investors with medium to higher risk tolerance
who want to benefit from the performance of an underlying without
committing too much capital or taking on much administration.
Leverage- Solutions for investors with high risk tolerance who want to
invest a small amount but still remain flexible enough to benefit from a
particular trend, or who want to hedge their portfolio.
ACG ECO ENERGY CORPORATION
Oil, natural gas, minerals, water and alternative or renewable sources of energy are today
promising sources of return and diversification of your portfolio. By selecting the best
international projects and investing in the shares of companies active in the exploration,
development, production and exploration of natural resources, the ACG Eco Energy
Corporation gives you optimal diversification for a part of your investments in this asset
class, known both for its growth potential and its capacity for reducing overall portfolio
For more information please do not hesitate to contact us on
Our thinking is not constrained
by geographical boundaries. ACG
has an established international
presence that gives our clients
access to specialists around the
world, enabling us to meet our
clients needs demands wherever
they may be. We offer a range of
specialized international support
through our partners' and
All inquiries through:
Phone / Fax: +1 801 650 8144
78 Marylebone High Street,
Port Saeed Road,
Skype @ AscotCapitalGroup
London, W 1U 5AP,
General information: email@example.com
United Arab Emirates
Investor relations: firstname.lastname@example.org
Client relations: email@example.com
321 Waimairi Road, 21st Floor, ICBC Tower, Corporate communication: firstname.lastname@example.org
Ilam, Citibank Plaza, Career opportunities: email@example.com
Christchurch, No. 3 Garden Road, Networking: firstname.lastname@example.org
New Zealand Hong Kong Sponsorship: email@example.com