Capital Intelligence Platform

Preserve capital.
Compound wealth.

Institutional quality. Total independence. Full alignment.

~90%
of returns driven by allocation
70%
cost reduction vs family office
0
conflicts of interest
What We Provide
Macro Driven Asset Allocation Research Top-down analysis across rate cycles, inflation regimes and geopolitical shifts
Product Selection & Screening Comprehensive analysis including Sharia-compliant product screening
Portfolio Oversight Market commentary, reporting and risk-adjusted benchmarking
Fee Optimisation Identifying and eliminating cost drag across your existing structure
Concept & Structure

A new model for
serious investors.

Consulting-only. No custody. No execution. No conflicts. Clients retain assets with existing custodians of their choice. We provide the intelligence layer.

Asset Allocation
Strategic and tactical allocation informed by macro analysis — where the evidence shows it matters most.
Product Selection
Comprehensive screening and analysis across all asset classes, including Sharia-compliant product selection.
Portfolio Oversight
Ongoing monitoring, market commentary and institutional-grade reporting. Holding your banks accountable.
Performance Monitoring
Risk-adjusted benchmarking and attribution analysis. Clarity on what is driving your returns. And what isn't.

"A cost-efficient, conflict-free alternative — institutional quality, without institutional cost."

Wilbury Capital CIP
Why the Status Quo is Broken

The cost of doing nothing is not zero.

$3.2M
Average annual family office cost
Regardless of performance — Source: JP Morgan 2024
105 bps
Maximum AuM cost range
Highly variable, rarely justified — Source: UBS Campden 2024
>$100M
Minimum viable AuM
Excludes most HNW investors
Product-Driven Advice
Private banks and wealth managers are incentivised by product sales. Their recommendations reflect their inventory, not your objectives.
No Independent Oversight
Without an independent layer, no one is holding your custodians accountable. Underperformance goes unchallenged. Fees go unquestioned.
Compounding Fee Drag
1.3% in annual fees and underperformance creates a 28% terminal wealth gap over 20 years. That is not a rounding error — it is a structural cost.
Overdiversification
Beyond 4–6 core asset classes, each addition contributes less than 0.5% to risk reduction while adding cost, complexity and governance burden.
Our Edge

Macro-driven. Independent.
Fully aligned.

Asset allocation determines ~90% of portfolio return variability. Our core expertise is getting this right ahead of the market, not after it.

Macro Analysis
We analyse global macro conditions — rate cycles, inflation regimes, geopolitical shifts and currency dynamics — to position portfolios ahead of major asset class rotations before they are priced in.
Strategic + Tactical Overlay
A strategic allocation anchored to your objectives, with tactical tilts of ±5–15% to capitalise on dislocations — rate pivots, credit spreads, equity drawdowns — where conviction is highest.
4 Core Asset Classes
Equities, fixed income, real estate and cash capture the full risk-return spectrum. The world's leading sovereign funds prove that disciplined simplicity consistently outperforms complexity.
Competitive Advantage

Four pillars.
One aligned interest.

We succeed when clients benefit. The structure is designed to align interests.

70–85%
Cost Efficiency
Typical cost reduction
Replace a $1M–$3M annual cost base with a fraction of that spend. Institutional-quality oversight at a fraction of the price.
Zero
Independence
Conflicts of interest
No product sales. No commissions. No hidden fees. No custody. Every recommendation is made in your interest alone.
75–150
Better Outcomes (bps)
Fee savings potential
Objective, macro-informed decision-making and institutional discipline — without the institutional cost structure.
Full
Alignment
Performance-linked model
Flat retainer plus a compliance-aware performance bonus. We only earn more when you benefit more.
Who We Serve

The underserved segment.

The $25M–$250M wealth segment sits between two worlds — too sophisticated for standard private banking, too small for a dedicated family office. That gap is where we work.

Gap

Too small for a dedicated family office — minimum viable AuM is typically >$100M. Below that, the fixed cost structure makes no economic sense.

Issue

Too sophisticated for standard private banking — product-driven advice, embedded fees and conflicted incentives are not appropriate for serious capital.

Issue

Underserved by existing wealth structures — no independent oversight, no consolidated view, no one holding institutions to account.

Target Segment
$25M – $500M in investable assets

Family offices, entrepreneurs, and multi-generational wealth holders who require institutional-quality oversight — without building or maintaining an internal investment infrastructure to get it.

Important Disclaimer

Wilbury Capital is not authorised or regulated by any financial regulatory authority, including but not limited to the UAE Capital Market Authority, DFSA, or any equivalent regulatory body in any jurisdiction. Wilbury Capital is not your financial adviser and does not seek to offer investment advice. Nothing contained in any of our communications, materials, publications, or platforms constitutes financial advice, investment advice, legal advice, tax advice, or any other form of regulated advice. All content is provided for informational and general purposes only. You should not rely on any information provided by Wilbury Capital as the basis for making any financial, investment, or other decisions. You are strongly encouraged to conduct your own independent due diligence and to seek guidance from a qualified, licensed, and regulated financial adviser before making any investment or financial decision.