Investment solutions built by Financial Advisers, for Financial Advisers
WM Capital Management is a UK discretionary fund manager (DFM) providing specialist investment solutions to financial advisers and their clients. The firm was founded by financial advisers who recognised a gap between what clients required and what the wider investment industry was able to deliver. From that origin came a principle that still shapes the firm today: investment solutions designed by advisers, for advisers, with the end client at the centre.
Our approach
We focus on areas of the market where careful research, specialist expertise and active discretionary management can add genuine value for advisers and their clients: including AIM Inheritance Tax (IHT) portfolios and dedicated Retirement Investment Solutions. Our portfolios are built and managed in partnership with acknowledged specialists in research and investment management, combining deep underlying expertise with a service tailored to the way IFAs actually work.
Working with financial advisers
WM Capital Management makes its discretionary investment solutions available to advisory firms across the UK, including through leading adviser platforms. Whether you are looking to outsource discretionary management, deliver tax-efficient AIM IHT planning, or provide structured retirement income solutions for clients, our portfolios are designed to be straightforward to recommend, transparent to monitor and aligned with adviser-led financial planning.
We are pleased to offer these products to our own clients, and to other advisory firms who are looking for similar solutions. To discuss how our investment solutions could support your clients, please contact us.
Our partners
Cass Business School
The general population is living longer and therefore our wealth in retirement has to last longer than ever before to provide an income. Professors Clare and Thomas of the Cass Business School and Dr James Seaton are world renowned for the work they do in asset management, creating new solutions for investing in retirement and protecting clients from the impact of sudden market falls.
Unicorn Asset Management
Inheritance Tax is becoming an issue for more people every year. We wanted a different solution, so we partnered with Unicorn Asset Management to provide what our clients needed. Unicorn Asset Management is an independent boutique asset-management business and one of the largest and most well-respected managers in AIM and small cap markets since their inception in 2000.
Investment team
Chris Moore - Managing Director
Chris graduated in Sports Business from Loughborough University in 1993. He formed WM Capital Management to allow other IFAs and wealth management businesses the opportunity to employ some of the best-researched and proven investment solutions with their clients.
Jack Holmes - Client Service Executive
Jack joined WM Capital Management in 2019 and also works as a financial planner at our sister firm, Watson Moore IFA. Having previously worked at Norwich City FC and Southampton FC, he made the move into financial services and has since built his experience across the industry.
Nick Welsh
Nick has provided investment consultancy services to professional intermediaries, primarily focused on the topics of constructing and reviewing their centralised investment proposition and improving operational efficiencies in key areas such as client review processes.
Professor Andrew Clare
Professor Andrew Clare is Associate Dean and the Professor of Asset Management at Cass Business School. He was a Senior Research Manager in the Monetary Analysis wing of the Bank of England, which supported the work of the Monetary Policy Committee.
Professor Steve Thomas
Steve Thomas is Professor of Finance and Associate Dean for MBA Programs at Cass Business School, London. He joined Cass in February 2007, after being Professor of Financial Markets at Southampton University since 1996, and prior to that at the University of Wales, Swansea.
Eoin Treacy
Eoin is a career analyst, writer, strategist, commentator and lecturer at the Fullermoney Global Strategy Service. He specialises in combining technical, fundamental and behavioural factors using the service’s unique approach to research.