Global equities
A global perspective on public companies, combining fundamental research with an understanding of wider economic trends.
Investment & Portfolio Consultants · London
Your wealth
Your wealth
Your ambitions
Our perspective
Independent investment advice and portfolio management, built around the needs of you and your family.
Established in London · 1995 Independently ownedFCA authorised and regulated · FRN 176507
A private investment office
Built around you.
Built around you.
For the long term.
Wealth is personal. Your investment strategy should be too.
IPC brings an advisory-led, multi-family office perspective to managing wealth. We work with you to understand your priorities and shape a strategy around your circumstances.
From discretionary and advisory portfolio management to advice on a particular opportunity, we combine a broad investment perspective with the attention of an independently owned firm.
Investment expertise
One relationship.
One relationship.
A world of perspective.
A considered view across public and private markets, with each asset understood in the context of your wider wealth.
Bonds
Fixed income expertise spanning individual securities and diversified portfolios, with attention to credit quality, duration and income.
Commodities
Research across commodities and the businesses that produce them, including metals, mining and strategic resources.
Private equity
Assessment of private market opportunities within the context of your objectives, investment horizon and liquidity requirements.
Real assets
Consideration of tangible assets and long-term themes as part of a broader view of family wealth.
Foreign exchange
Currency exposures considered alongside your investments, liabilities and wider international financial interests.
1995
Our story began in London
Experience through market cycles
Decades of perspective.
Decades of perspective.
A personal commitment.
David and Zev Crystal established IPC in 1995. Their experience spans more than four decades and the changing conditions that have shaped global markets.
How we work
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A partnership with purpose.
Insight
Understand your priorities, obligations and investment horizon.
Strategy
Shape a portfolio around your objectives and appetite for risk.
Execution & reporting
Put the agreed approach into practice and keep you informed.
Tactical review
Revisit decisions as markets and your circumstances evolve.
“The creation of wealth requires aggression, but the preservation of wealth requires wisdom.”
Zev Crystal · Co-founder
Research & perspectives
Thinking beyond the headlines.
The monthly perspective
Research and commentary on the forces shaping global markets.
Thoughts of the Day
A regular perspective on markets, macroeconomics and investment themes.
The wider view
Step back from daily movements to consider the bigger picture.
A conversation is a good beginning