WM Capital Management Ltd is an investment solutions company, who aims to develop solutions for clients to meet their needs both now and in the future. The Directors of the company initially started life as IFAs and identified a gap between what clients needed and what the financial services industry was able to offer. WM Capital Management Ltd now aims to develop relevant solutions for clients, to meet their needs both now and in the future.

Unicorn AIM IHT & ISA Portfolio Service

Working in partnership with UK equity specialists, Unicorn Asset Management, the Unicorn AIM IHT & ISA Portfolio Service is a discretionary managed portfolio service. We invest in the shares of expertly-researched AIM-listed companies on behalf of our clients as we seek to grow their assets and shield them from inheritance tax through business relief. The service is also available via ISAs to provide additional tax benefits in the form of tax-free growth and income.

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The Fourth Industrial Revolution Portfolio

Investing in companies that are helping to solve some of the world’s problems as well as making high returns from doing so is the ultimate investment. The WM Fourth Industrial Revolution portfolio was launched in 2016 and managed by WM Capital Management Ltd.

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DB Transfer Solutions

A defined benefit pension scheme is a type of workplace pension that gives you a guaranteed income for life. WM Capital offers DB Transfer solutions that can be the ideal investment for long-term investments in retirement.

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White Labelled Solutions

WM Capital Management offers intelligent White Labelled Solutions. Please get in touch to find out how we can make our investment strategies work for you.

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