Trusted by institutional investors and private clients across the UK and Europe

Waverton Mayfair Trust Aldgate Partners Belgravia FO Knightsbridge

Investment Expertise You Can Trust

Comprehensive investment management and advisory solutions tailored to your objectives

Portfolio Management

Discretionary and advisory portfolio management across equities, fixed income, and multi-asset strategies for institutional and private clients.

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Wealth Advisory

Holistic financial planning and wealth structuring for high-net-worth individuals and family offices, including tax-efficient strategies and succession planning.

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Capital Markets

Institutional execution, corporate finance advisory, and capital raising services for listed and private companies across UK and European markets.

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Our Track Record

Delivering consistent returns through disciplined, research-driven investment

0.2bn

assets under management and advisory

0yrs

average investment experience of our team

0+

institutional and private client relationships

0%

annualised return on flagship strategy since inception

Client Portal

Your Portfolio, Anytime

Access real-time portfolio valuations, performance reports, transaction history, and research through our secure client portal. Designed for clarity and transparency.

  • Real-time portfolio valuation
  • Performance attribution & benchmarking
  • Tax reporting & gain/loss summaries
  • Research notes & CIO commentary
Access Portal
Portfolio Overview18 Jun 2026
Total Value£4,872,340+3.8%
YTD Return+8.2%vs 5.1% benchmark
JanFebMarAprMayJun
Top Holdings
Shell PLCEnergy£412,800+4.2%
AstraZeneca PLCHealthcare£387,600+6.1%
Unilever PLCConsumer£298,400-0.8%
HSBC HoldingsFinancials£276,900+2.3%
UK Gilt 4.25% 2034Fixed Income£520,000+1.1%

Latest Insights

Research, commentary and market analysis from our investment team

Invest With Confidence

Speak to our team about how Shaftsbury Capital can help you achieve your investment objectives

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Get In Touch

Our client relations team is here to help existing clients and prospective investors with any enquiry.