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

Hilary Wakefield

Hans Abate

Arjun Panchapagesan

Sophie Elwes

Sonia Irvine

Shivani S.

Russell Thornton

Acsi Cmgr McMi Nick Carpenter

Eduardo Cruz

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 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 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

This department focuses on managing client relationships and ensuring the delivery of products and services that meet client needs.

Client Services

This department conducts economic research and provides strategic insights to inform decision-making and policy development.

Economic Analysis

This department focuses on overarching strategic direction and management of the organization.

New Capital

Org chart

Teams

Portfolio Management Team

Analysts Team

Investment Operations Team

Client Services

Economic Analysis

Executive Leadership

Offices

New Capital

Org chart

Teams

Portfolio Management Team

Analysts Team

Investment Operations Team

Client Services

Economic Analysis

Executive Leadership

Offices

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