Putting our clients first since 2013
We are a leading global investment solutions partner, dedicated to improving people's financial security through the world of socially responsible investments Established in 2013 as an asset management firm, Whales Capital FX offers wealth creation opportunities through a unique blend of traditional asset management and alternative investment services. We enable businesses to thrive, and help our clients to maximize their returns and realise their most important goals. For over two decades, we have built a firm uniquely equipped to achieve these objectives and our reputation for quality research, investment expertise and value-added services has endeared us to clients both locally and internationally. Throughout our history, we have strategically positioned ourselves to take advantage of growth opportunities within America, Europe, Asia and major international markets on behalf of our clients. Our disciplined and consistent approach to investment management has helped us not only to maintain long-term relationships with our clients, but also to continue to attract and retain good people. At Whales Capital FX , our people are our most valued asset. The quality of our people is the cornerstone of our ability to serve our clients. For this reason, we invest significantly in identifying exceptional people, developing their skills, and creating an environment that fosters their growth as leaders. We encourage entrepreneurship and innovation at all levels because we believe they are key to developing good quality and committed professionals..
What we do
We started by providing smart, simple investing, without the high fees and account minimums associated with traditional investment management. We invest your money in a globally diversified portfolio of low-cost index funds, and our cutting-edge technology helps you earn the best possible return, while optimizing your tax bill. This means we do things like automatic rebalanced, dividend reinvesting, and tax loss harvesting — services that were only available to the ultra rich until now or that most people found too time-consuming and tedious to do on their own. Investing is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money. High interest savings. Commission-free trading. And features — like automatically investing your spare change — that make it easier to save for your future. That's because we believe that everyone should have access to the tools they need to make smart financial choices..
Analysis & Execution
We review, analyze and establish your current financial position, risk tolerance, investment objectives, and time horizon, with a view to developing an appropriate profile. In implementing the investment strategy, our key consideration is to minimize risk without jeopardizing returns.
Our Mission Statement
Our mission is driven by the possibility of the future; How things could be. It inspires us and keeps us focused on what really counts, working together to transform goals into reality. Our purpose is to help more and more people experience financial well-being through the services we offer. We are dedicated to helping our clients, employees, shareholders and communities achieve financial security, financial mobility and financial freedom.
Integrity & Impact
Our value is measured by the degree of positive change we bring about. We strive to make a difference to the people who believe in us ‐ our clients, our shareholders, our business partners, our staff. Honesty, trust and integrity are at the heart of everything we say and do. We keep our promises.
Our Approach
Our success rests on two inter‐dependent factors – proximity to our clients and the marketplace – and close understanding of both our clients and the marketplace’s needs and aspirations and the challenges of fulfilling both.
