We are an independent company founded in 2009 and created to take advantage of the opportunities that arose as a result of market reforms following the Stock Market crash of 2008.
The founding members of MB Capital draw on their expertise to help clients find their way in an ever-changing investment environment. MB Capital provide a relationship based advisory stockbroking service to investors who want a more traditional, reliable, personal approach to investment planning. We accomplish this by building in-depth relationships with clear and transparent strategies that enable us to work with private clients, charities, trusts, pension funds and corporations.
It is fundamental to our philosophy to be accessible and approachable to all of our clients with the same high level of service. We know the best service comes from the understanding built from a two way relationship. The importance in quality of service and fostering investor relationships is something the founders of MB Capital have made their principal aim.
Here at MB Capital, we don’t believe your life is categorised as low, medium or high risk. That’s why our investment philosophy refuses to put you in a band and tell you what you should be doing with your money. We believe every client is unique and that their preferences and needs may not be the same as any other valued client at our company. This is why we do not pigeonhole clients but discuss all of the available options and create an investment that ticks all of the boxes for you.
Through the personalised advisory service at MB Capital, we are able to cater for all of your share dealing and investment needs. Our advisory service is global and covers all areas of the market from large FTSE 100 companies to US Blue Chips.
Trading stocks and shares within an ISA wrapper can offer a great level of flexibility to Investors. We are able to advise upon your existing ISA and the equity holding within it. Our aim is to select shares that can achieve your desired rate of return commensurate with your risk appetite and attitude. In a typical scenario, a Stocks & Shares ISA has the potential to deliver higher returns than a Cash ISA, which is designed to offset the effects of inflation.
AIM is the most successful growth market in the world. Since its launch in 1995, over 3,000 companies from across the globe have chosen to join AIM. Powering the companies of tomorrow, AIM continues to help smaller and growing companies raise the capital they need for expansion. It is important to look at measures to help mitigate Inheritance Tax. The earlier you prepare for this inevitability, the better. These plans can involve making gifts to beneficiaries of your estate at least seven years before your death. At MB Capital we believe there are ways of planning around this to maximise your tax savings and prepare your estate prudently.
At MB Capital we have the pleasure of working with some of the most exciting private companies in the UK. We work closely with the business owners to ensure that they have what they need to succeed. One of these roles includes bringing investors with the correct suitability the opportunity to work with what we believe to be the next market leaders in their area. This can create a win-win situation where investors and business owners can work together to achieve their goals.
As a client with MB Capital you will have an allocated Personal Investment Adviser who will be your primary point of contact. The duties of your Investment Adviser are not limited and we encourage all clients to take full advantage of this aspect of the service. We pride ourselves on the close relationships our Investment Advisers have with our clients. Through building this personal relationship we will fully understand and help achieve your individual investment objectives.
As a client you will have access to all of our investment research which is regularly published in the national press. Our research covers all areas of the market. MB Capital also provide advice on the timing of buying and selling into or out of positions from short term trading ideas to a macroeconomic overview. This incorporates conventional Equities, CFD’s, Forex and Commodities, or the construction of a portfolio of Equities. Our advice is tailored and designed for each individual client to match their investment objectives and attitude to risk by utilising the expertise of our Investment Advisers to give a streamlined, proactive investment strategy.