Wealth Management
Building Wealth, Together
Welcome to Picktan Capital Limited, we are dedicated to empowering clients to achieve their financial aspirations through strategic and personalised wealth management solutions.
Founded in 2015, we have grown into a trusted global wealth management firm, proudly serving over 9,000 retail and institutional clients. With offices in the United Kingdom, and Luxembourg, we bring local expertise and a global perspective to every financial journey.
Founded in 2015, we have grown into a trusted global wealth management firm, proudly serving over 9,000 retail and institutional clients. With offices in the United Kingdom, and Luxembourg, we bring local expertise and a global perspective to every financial journey.
Our Mission
To deliver innovative investment strategies and exceptional financial guidance.
Our Expertise
We combine deep industry insights with a client-first approach to create tailored solutions.
Global Reach
Our offices across two continents ensure we provide global opportunities with a local touch.
Personalised Service
We prioritize building lasting relationships, offering bespoke solutions to suit your needs.
Proven Performance
A track record of disciplined investment and consistent returns underpins our commitment to excellence.
Investment Management
Strategic portfolio construction and active management to align with your goals.
Financial Planning
Expert advice on budgeting, retirement planning, tax strategies, and more.
INVESTMENT PLATFORM
All your investments in one place
Manage all your investments in one place, providing a unified view of your entire financial portfolio.
Private Equity
We provide exclusive access to high-potential private equity opportunities, helping you invest in companies poised for significant growth before they go public.
Managed funds
Our managed funds offer a dynamic way to grow your wealth while benefiting from the expertise of seasoned investment professionals.
Fixed Income & Bonds
We craft a tailored fixed income portfolio that prioritizes stability and consistent returns, by selecting a mix of high-quality bonds and fixed income securities.
Mutual Funds & ETFs
We select mutual funds and ETFs to provide excellent growth potential for your portfolio. Top-performing funds across various sectors, help you achieve broad market exposure.
Our Values
Fully invested in our clients’ success.
Integrity
- We say what we mean, and we do what we say. We are honest with our clients, colleagues, partners, and ourselves.
- We keep our word and deliver on our promises.
- We put the best interests of our firm and clients ahead of ourselves.
- We tell the truth and deal with bad news as promptly and openly as good news.
- We always do the right thing. And then the right things happen.
Innovation
- We always think about what’s next and win by relentlessly innovating. We never stop getting better.
- We understand our product, take pride in our craft, and spend time doing things right and with care—no shortcuts and no compromises.
- We never stop asking questions or learning from our clients and each other.
- We work hard and smart. We know there is always a better way, and we don’t rest until we find it.
Clients
- We are obsessed with going above and beyond for our clients every day.
- We understand our clients’ better than anyone and are never afraid to ask our clients “Why?” We use that level of understanding to create products and services that continuously improve their performance.
- We solicit, value, and listen to all our clients’ ideas and feedback.
Collaboration
- We solve complex problems for our clients, which is only possible when we pool our talents.
- We know our goals are achieved through teamwork. We recognize and prize our teammates' strengths and work together to meet challenges.
- We leave our egos at the door and let the best ideas win.
- We compete and win as one - One Picktan Capital Limited.
Ownership
- We are collectively and individually responsible for creating value for our clients and our firm. We are both the first and the last line of defense.
- We don’t wait for our teammates to ask for help. We are proactive when we see an opportunity to contribute.
- We hold ourselves accountable and constantly raise our standards. When we see a problem, we take it on and then own the solution.
Passion
- We are driven by our ambition to transform our industry and lead change which fuels personal pride in our work and our brand.
- We care deeply about our clients and each other.
- We are always hungry to learn more, innovate, and uphold our high standards.
Statistics
Strength in numbers.
9000
CLIENT ACCOUNTS
Trust us to manage their portfolio and grow their wealth.
150
EMPLOYEES
Work globally between our two major offices.
7 +
BILLION DOLLARS
Worth of assets under management in the last 10 years.