Independent
Wealth & Asset
Management

Building long lasting relationships, with a focus on
delivering high-quality, risk-adjusted returns
What Sets Us Apart
What we do

Your true Trusted Advisor

Empowering investors to navigate complexity and achieve their financial goals

Βoutique wealth & asset management services
of institutional-grade quality

Our independence ensures we aren’t confined to a single institution’s offerings. We actively invest, bearing “skin in the game”, echoing our client’s investments.

100%
Real Open Architecture
Who we serve

Serving Private & Institutional Investors

We partner with clients that value our tailored, independent investment approach
Periklis Filippou
Founding Partner
Data-Driven Investments
 Individuals & Families

Managing family wealth in the UK means balancing life goals, tax efficiency, risk management and liquidity. We provide advisory and discretionary portfolio management and clear planning across ISAs, SIPPs and taxable accounts, so you can focus on life while we protect and grow capital within agreed risk limits.

Whether you’re planning for a business exit or succession, seeking to diversify your investments, or ensuring your liquidity earns the maximum yield, we deliver strategies designed to optimize your financial outcomes.

At Verity Capital, our investment management services lets you stay focused on your career while we take care of your wealth. Our team comes from Global Markets (trading / structuring / risk management), not traditional private banking.

Verity Capital delivers discretionary management and partnership income planning so you can focus on your clients while we manage your investments across both liquid and alternatives assets. 

Our discretionary wealth management simplifies the complexity of executive compensation planning, stock options/RSUs, retirement planning, and risk management—so you can focus on leading the business.

Managing wealth in regions facing currency devaluation, high inflation or political instability is challenging. Our mission is to help you safeguard assets by diversifying into stable jurisdictions such as Switzerland and the UK.

Why Verity

Investors choose us for our conflict-free advice,
and access to institutional-grade investments.

Independent

We work for You
Not for a Bank

Service

Institutional Quality
Flexible and Personalised service

Costs

Save Fees
Using efficient instruments

Case Studies

How Verity Capital delivers

Liquidity Solutions for a Listed Corporate

Client was confronted with a barrage of unsuitable structured note suggestions from their private banks and low deposit rates from their local banks. Desired independent advice and smart liquidity solutions over mere product pushes

Our Solution

We have consistently provided daily updates and thorough research on individual bonds, keeping our client well-informed and ahead in the market

Our team has been actively engaged in new bond issues, ensuring our clients have timely information and the opportunity to participate in promising investments

Direct Connection with Top-Tier Investment Banks: Leveraging our direct links with the dealing rooms of leading investment banks and access to their Bloomberg runs, we ensure that our clients benefit from transparent, timely, and cost-efficient executions. This aspect is particularly crucial in the often opaque OTC bond markets

Alternative Investments for a Real Estate Family Office

While satisfied with the liquid asset offerings and execution from his private banks, the client sought specialized guidance in the realm of alternative investments, notably in Private Equity and Hedge funds

Our Solution

Utilizing our expansive network in both London and the USA, we facilitated access to elite, often capacity-limited Hedge Funds, including names like Point72, Brevan Howard, and Millennium, with investment entry points set at an accommodating $50k

With this particular client, we enabled participation in Private Equity co-investment ventures, spanning from early-stage ventures right up to pre-IPO stages. These ventures encompassed diverse geographical regions from emerging markets to Europe

We’ve established our own SPV programme specifically tailored for co-investment in private transactions, facilitating entry points as low as $50k.

Our commitment to safeguarding our client’s interests is evident in our rigorous due diligence processes. Furthermore, these private deals are in tandem with renowned institutional investors like Sequoia, TPG, Accel, Blackstone, and other industry leaders

The client’s satisfaction is evident in his continued referrals, a testimony to the access and quality service we’ve provided.

Efficient Structured Notes Offering

While this discerning client was self-reliant concerning his liquid portfolio (including bonds and stocks), he faced significant delays and limitations when dealing with structured notes from his Private Banks. What were the issues ? The slow execution, particularly in a rapidly changing market, the high minimums for a bespoke structure that suits his risk/reward preferences

Our Solution

Verity is committed to expeditious service, guaranteeing termsheet generation for bespoke Notes within just a few minutes, coupled with real-time pricing updates

Our Notes are highly customized and accessible, with minimum investment thresholds as low as $50k, all from over 10 investment-grade Bank Isssuers

By leveraging our Structured Note pricing software, we can make immediate adjustments, bypassing common delays

Most importantly, our clients have the freedom to invest precisely according to their preferences, rather than being funneled into what the banks are trying to sell.

Our numbers

Trusted by sophisticated investors. Proven by Results.

The most modern Multi Family Office in London with an institutional quality offering
20+
Years of Experience
A Team of Senior Partners with Institutional Background
60+
Satisfied Clients
Word of mouth doing wonders
10x
Well Capitalised 
10x more capital than what is required as an FCA regulated business
98%
Client Retention Rate
Delivering measurable results that matter
100%
Real Open Architecture
20+ bank counterparties,
access to 50+ top quality hedge fund
and private equity managers 
Insights & News

Industry Insights
& Real Case Studies

Stay ahead with the latest business insights & news from Verity Capital. Expect practical ideas, not recycled industry jargon.
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