FM Capital Group

Wealth management with licensed advisers

FM Capital Group describes itself as an investment and wealth management business whose advisers are licensed. Its advisers handle holdings in both conventional and alternative investments. The firm says it exists to build wealth for its clients through its services, and it names discipline, courage, skill and patience as the values behind its investment strategy.

Services for private clients and fund managers

The company's services run from investment advisory and portfolio management through to back-office support. For individual clients, it says it helps them manage, grow and diversify what they hold, and it advises on how to invest. Fund managers and fund administrators can use its back-office services. The firm also helps investors who want to put money into early-stage companies.

Venture exposure through syndication

The firm's niche, as it describes it, is giving clients access to venture capital. It does this by bringing them into early-stage deals across Africa and Latin America, so that clients who would not reach these companies alone can take part in them alongside the firm.

Purpose and access to wealth

The company's stated vision is a world in which wealth is open to everyone, particularly people from groups that have been historically marginalized. It says it is building its services so that wealth creation can be shared more widely, and that its investment work rests on discipline and patience.