About us

 

We see ourselves as a forward-looking group of passionate financial services professionals with the relevant experience to match.

about

Solutions built by IFAs, for IFAs and relevant for client needs today

WM Capital Management Ltd is an investment solutions company. 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.

We are pleased to offer these products to our own clients, and to other advisory firms who are looking for similar solutions. For more information about any of our products or solutions, please contact us.

In order to build relevant investment solutions for the clients of IFAs, WM Capital Management Ltd formed partnerships with acknowledged specialists in research and investment management. These partnerships added significant value and enabled them to create and deliver relevant solutions whose aim was to meet the needs of clients both today and in the future.

The appeal was that they were solutions built by IFAs, for IFAs, and they are totally relevant for client needs today.

Our partners

Cass Business School

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

Unicorn Asset Management

Inheritance Tax is becoming an issue for more people every year. We wanted a different solution,so we teamed up 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.

Our team is built upon a wealth of experience and strong work ethic, which is reflected throughout the firm where team members are encouraged to expand their knowledge, share ideas and contribute to the development of the company.

Chris Moore

Managing Director

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Our team is built upon a wealth of experience and strong work ethic, which is reflected throughout the firm where team members are encouraged to expand their knowledge, share ideas and contribute to the development of the company.

Chris Moore

Managing Director

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Investment team

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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.

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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.

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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.

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Nick Welsh

Nick has provided investment consultancy services to professional intermediaries, primarily focussed on the topics of constructing and reviewing their centralised investment proposition and improving operational efficiencies in key areas such as client review processes.

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Chris Moore

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.