- Investment management
- Corporate Finance
- Regulatory Hosting
For Private Clients
Investing: CubicStone has several core investment skills that it has developed to allow it to manage portfolios in an optimal way and to meet the specialist needs of Entrepreneurs and Family Offices. CubicStone can advise investors on either a transactional basis or on a portfolio management basis depending on their needs and expertise.
For Financial Services Firms
Regulatory Hosting: CubicStone works with a number of Financial Services firms to provide them with the necessary regulatory environment for them to work in and be able to service their clients and grow their business.
Corporate Finance: CubicStone is experienced in Corporate Finance and can both advise and help companies to raise finance. It also partners with several specialist boutiques where it wishes to access niche skills.
WHO WE ARE
CubicStone’s three managing directors have many years of experience and aim to utilise their experience
and network for the benefit of their clients.
Savio is responsible for the private client business, and relationships with professional advisers.
Director Private Clients
Julian Soper is responsible for the investment management business, and relationships with Family Offices.
Director Private Office
Sukru is responsible for a division of the company that uses the trading name "H+B Capital" which focuses on international clients.
Director International Clients
CubicStone aims to build long term partnerships with its clients, their professional advisers, and its partners. This is greatly aided by the fact that the senior management own the company which gives us the luxury of allowing relationships with clients to build over time, rather than being under pressure from shareholders to “monetise” client relationships quickly.
CubicStone also aims to avoid the conflicts of interest that are often inherent in larger wealth management firms by being completely independent, with no product push as it has no products of its own, just fully bespoke services.
OUR CORE VALUES
CubicStone Is Founded On
Three Key Principles
Full transparency and putting its clients' interests before all else.
Quick delivery of solutions is essential.
We are here to be of service to clients, and seek to be judged only by the quality of services that we provide.