Words of comfort and reassurance from our Managing Director at Dalebrook Capital during this critical period.

What Sets Dalebrook Capital Apart

Our unique approach to investment management is founded on two basic principles – firstly that an evidence-based approach with a focus on long term gains is the most sound approach, and secondly that it is our responsibility to support our clients to deliver the best possible outcome for their portfolios.

We use behaviour dynamics, decades of experience and access to world-class financial vehicles to develop turnkey solutions for our Independent Financial Advisors and Family Offices, building long-term, sustainable growth across a broad spectrum of opportunity.

Our Portfolio Management expertise spans across the following fields both locally and internationally:

  • Equity Portfolios

  • Fixed Income Portfolios

  • ETF Portfolios

  • Unit Trusts

  • Forex Facilitation

  • Structured Solutions

  • Bespoke Asset Allocation

  • Wrapped Products

You Have Questions, And So Do We.

The best decision-making comes from working collaboratively towards a clearly-defined goal, asking the right questions, and using the best available intelligence to learn, evolve and grow. Dalebrook Capital develops turnkey solutions for Family Offices, Independent Financial Advisors and Private Clients that build long-term, sustainable growth by asking the right questions.

01.

What is important to you now, tomorrow, next year or next decade?

02.

How can we help you plan for and achieve your goals for each of these milestones?

03.

What ongoing support and mentorship can we offer to sustain this growth?

04.

How do we apply what we have learned to evolve as the markets change?

Family Office Advisors

What support do you need to consistently deliver the highest quality investment results and most sustainable growth for your high net worth families? Let’s build wealth together.

Independent Advisors

How would access to world-class financial vehicles and a team that shares your workload empower you to deliver optimum results to your clients, on your terms? Let’s work together.

Private Investors

Would you prefer a financial partner who walks every step of your journey with you, and who really understands your desires, ambitions and goals? Let’s walk your path together.

You are the architect of your life. We’re here to help build the foundations.

Our Investment Process

We keep our Agile approach Lean by outsourcing non-essential activities to keep our infrastructure tight and our focus sharp. Most importantly we constantly look for Scalable opportunities where we can apply our successful outcomes most often with the greatest net result, without increasing risk unnecessarily.

Define

Define & implement a strategy

Test

Test the processes and outcomes

Learn

Learn from its successes and failures

Implement

Implement the successes repeatedly towards the greater objective

“A man may plant a tree for a number of reasons. Perhaps he likes trees. Perhaps he wants shelter. Or perhaps he knows that someday he may need the firewood.”

― Joanne Harris, Runemarks