Fontego Capital was a natural development from Michele Marcello’s eighteen years’ experience in investment banking and wealth management, including time spent as a Partner and Portfolio Manager at the large private investment office of a single family.
Established with the intention of offering expert and carefully considered investment advice and asset management, Fontego Capital provides a specialist investment management service to a notable clientele of high net worth individuals, families, and small institutions.
Investment management services also incorporate control of securities and assets with a singular goal of attaining estimated financial targets, a service that involves careful analysis and wealth creation. Investment management companies make professional decisions regarding funds pooled in together by investors. Often referred to as portfolio management, these decisions involve asset and stock selections, and investment monitoring.
Fontego Capital delivers bespoke investment management and advice to high net worth individuals and families, including trusts and endowments. In consultation with each client the firm first identifies the client’s key needs, and then advises on an appropriate asset allocation to achieve these objectives.
This includes choosing the most suitable direct investments into securities, as well as allocation to selected fund managers, and applying institutional quality performance analytics to the resultant investment portfolios.
Each investment option is carefully judged by the Partners, taking account of thorough performance monitoring, in-depth documentation and strategy reviews. An investment is only incorporated into the proposed portfolio if it proves to be sound after extensive discussion and analysis.
We believe that rigorous financial analysis and an appropriate risk management strategy will always outperform impulsive reactions to market volatility.
Financial Investment Advice | Investment Strategy Planning 