New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients worldwide. 

New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients.

New Capital is the mutual funds business of Swiss banking group, EFG International.

Investment Management

New Capital

New Capital's headquarters in London, United Kingdom

Mozamil Afzal

Hans Abate

Hilary Wakefield

Sophie Elwes

Sonia Irvine

Arjun Panchapagesan

Acsi Cmgr McMi Nick Carpenter

Russell Thornton

Shivani S.

Noelia Chebly

The Analysts Team at New Capital conducts in-depth research and analysis across various asset classes, including equities, fixed income, credit, and hedge funds. They provide critical insights and recommendations on global, regional, and specialist investments to support high-conviction investment strategies for private clients, financial intermediaries, and institutional clients. Their work ensures informed decision-making and compliance, enhancing the performance and risk management of New Capital's investment portfolios.

Analysts Team

The Portfolio Management Team at New Capital is responsible for strategically selecting and overseeing a diverse range of actively managed investments. This team evaluates global, regional, and specialist markets to construct high-conviction portfolios, aiming to maximize returns for private clients, financial intermediaries, and institutional clients. They continuously monitor performance, assess risk, and adjust portfolios in response to market conditions and client objectives.

Portfolio Management Team

The Leadership Team at New Capital oversees the strategic direction, operational efficiency, risk management, and regulatory compliance of the company's global investment portfolio. Comprised of key executives such as the CEO, Global Head of Risk, and Chief Operating Officers, the team ensures alignment with the company’s high-conviction investment philosophy while maintaining rigorous governance and ESG standards.

Leadership Team

The Investment and Fund Management team at New Capital is responsible for overseeing and managing the firm's diverse range of mutual funds. This includes conducting investment research, implementing portfolio strategies, performing financial analysis, trading securities, managing credit risk, and ensuring the financial health of the funds. The team works collaboratively to achieve optimal returns for private clients, financial intermediaries, and institutional clients by making informed, high-conviction investment decisions aligned with global and regional market opportunities.

Investment and Fund Management

The Investment Operations Team at New Capital ensures the seamless execution and administration of the company's investment strategies. They manage trade settlements, portfolio reconciliations, cash flows, and regulatory compliance. This team acts as a crucial bridge between portfolio managers, clients, and custodians to maintain accurate and efficient operational processes.

Investment Operations Team

The Marketing and Sales team at New Capital is responsible for promoting and selling the company's range of investment products to private clients, financial intermediaries, and institutional clients globally. They develop and execute marketing strategies, manage client relationships, and drive business growth by tailoring solutions to meet diverse client needs across different regions.

New Capital

Org chart

Teams

Analysts Team

Portfolio Management Team

Leadership Team

Investment and Fund Management

Investment Operations Team

Marketing and Sales

Offices

New Capital

Org chart

Teams

Analysts Team

Portfolio Management Team

Leadership Team

Investment and Fund Management

Investment Operations Team

Marketing and Sales

Offices

Related companies