Capita Asset Management manages its local and offshore portfolios using proven decision-making processes. Its management philosophy is supported by the experience of its investment partners.

We partner with reputable brands that are all industry leaders in what they do. One such partner is Boutique Investment Partners (BIP) who consults with Capita in terms of the management and administration of Capita's portfolios.

About Boutique Investment Partners (BIP)

Boutique Investment Partners (BIP) is a specialised advisory unit and works in association with Capita Asset Management Trust to provide professional advice on managing wrap portfolios as well as Capita BCI Unit Trust funds. BIP has extensive experience in the institutional management of investment funds, on both local and global assets.

Capita has full access to the BIP skill set including:

Asset allocation determination
Asset manager evaluation
Fund selection and blending into portfolios

About Boutique Investment Partners (BIP)

BIP utilises the local and global asset management skills of local and global asset managers, as well as research from Bank Credit Analyst, the leading provider of independent investment research.

Financial advice by Capita Approved Advisors.
Discretionary manager of the Capita BCI funds and wrap solutions – Capita Asset Management Trust.
Manager selection and portfolio construction by Capita and BIP.
Portfolio administration by Maitland and Silica (this points to Capita BCI funds only and not the wraps – on wraps portfolio admin are done by the respective LISP).
Appointed underlying Asset Managers (e.g. Prudential, Coronation, etc.).

Call us for any questions
+27 (0)51 430 4331