Our Services
Professional investment management tailored to your objectives.
IF Capital offers two core investment solutions: Personal Share Portfolios (PSPs) and professionally managed Wrap Funds.
Our PSPs provide customised, actively managed portfolios tailored to individual goals, while our Wrap Funds offer diversified, risk-profiled model portfolios for consistent long-term outcomes.
Both solutions can be implemented across discretionary accounts, retirement/compulsory savings, and offshore endowments, ensuring clients benefit from a unified investment approach. Every portfolio is managed under our Category II discretionary licence, giving clients the advantage of disciplined research, active oversight, and transparent investment management.
Personal Share Portfolios (PSPs)
Custom-built portfolios designed around your unique goals.
Our Personal Share Portfolios offer clients a fully customised investment solution constructed from individual shares, ETFs, and other listed instruments. Each PSP is built to reflect your personal objectives, risk tolerance, and long-term strategy. We actively manage these portfolios under our Category II licence, ensuring disciplined execution, ongoing monitoring, and professional oversight.
Ideal for clients who want:
- A personalised share portfolio
- Direct exposure to local or global markets
- Bespoke investment selection
- Greater flexibility and transparency
Wrap Funds / Model Portfolios
Professional diversification aligned to your preferred risk profile.
Our Wrap Funds provide clients and financial advisors access to pre-constructed, risk-profiled model portfolios. Each model is designed using a disciplined investment process that blends quantitative insight, valuation analysis, and risk management. These portfolios are continuously monitored and rebalanced to remain aligned with market conditions and client objectives.
Available models:
- Conservative
- Cautious
- Moderate
- Growth
Ideal for:
- Clients seeking simplicity and diversification
- Advisors who require a consistent, scalable investment solution
- Long-term investors wanting disciplined asset allocation
Applicable Across All Investment Structures
One investment philosophy, multiple product options.
Our PSPs and Wrap Funds can be implemented across a wide range of product wrappers, ensuring a consistent strategy regardless of where the assets are held.
We manage portfolios across:
- Discretionary investments
- Compulsory retirement products (RA, Pension, Provident, Preservation)
- Offshore endowment solutions
This allows clients and advisors to maintain a unified investment approach across all accounts and life stages.
Advisor Partnership & DFM Services
Supporting financial advisors with institutional-quality management.
IF Capital partners with financial advisors to deliver a seamless discretionary fund management (DFM) solution. Advisors benefit from:
- Risk-profiled model portfolios
- Consistent client outcomes
- Operational efficiency
- Professional investment governance
- Research and market insights
- FSCA-aligned documentation and processes
This allows advisors to focus on clients while we manage the investment strategy.