Bespoke wealth management, tailored just for you
Antracite Investment Limited is able to act on your behalf in advising you on investments and non-investment insurance contracts.
We offer products and services as follows:
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Investments & Pensions
We provide an independent advice service. We will make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market. -
Estate Planning Services
We provide an independent advice service. We will make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of your current situation and your objectives. -
Non-investment protection contracts
We advise on non-investment protection products e.g. term assurance, income protection and critical illness from a range of insurers.
Talk to us about your Wealth Management needs
Book an AppointmentAbove Benchmark Performance
We consistently produce results above industry benchmarks.
“BACA” – for company funds, charity funds, pension funds, trust settlements and private portfolios that need to be managed very conservatively with personalised targeted returns net of fees, along with capital preservation being the overriding objectives – we are pleased to be able to put together a bespoke Antracite Investment Limited low risk “Bespoke Alternative to Cash Accounts” – typically benchmarked against the Bank of England Base Rate + 2%.
We have a consistent and successful track record of protecting capital and providing real returns after inflation (although past performance is not necessarily a guide to future performance).
Ask our financial advisors today about our proprietary low risk Bespoke Alternative to Cash Accounts (“BACAs”) as a potential alternative to some of your cash holdings that may be earning less interest than the annual rate of inflation – and causing your capital to be diminishing in value on an annual basis in real terms. We can tailor the portfolio to your individual specific risk requirements & return objectives.
Book an AppointmentOur Values
At Antracite Investment Limited, our wealth management philosophy is grounded in integrity, transparency, and personalized service. We believe that every client deserves a tailored approach to financial planning, prioritizing their unique goals and aspirations. Our team is committed to fostering long-term relationships built on trust and open communication. We emphasize ethical practices and strive to empower our clients with knowledge, enabling them to make informed decisions.
Our dedication to excellence drives us to continuously seek innovative strategies that enhance financial growth while mitigating risks. Together, we navigate the complexities of wealth management, ensuring a secure and prosperous future for our clients.
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Transparency
We value transparency and want our investors to have insight into our investment process, know what our portfolios invest in, and stay informed about the rationale behind our positions. -
Accuracy
We invest heavily in operations and technology solutions to provide accurate and, where possible, automated settlement across our portfolios. -
Industry Initiatives
We are a signatory to the UN PRI and integrate Environmental, Social, and Governance factors into our investment analysis. Antracite Investment Limited employees regularly contribute to AIMA sound practice guides and other industry initiatives. -
Social Resposbility
Antracite Investment Limited and many of our employees are active supporters of education, healthcare, and wildlife projects across Africa and other emerging markets, supporting The HALO Trust, Tusk, EMpower, and Re:Act, among others
24 hour online account access
Get in touch to discover why our execution only
stockbroking service is right for you.
Email us at
info@antracite-investment.com
or call on
020719 32912
Antracite Investment Limited is Independent
We provide a wide range of services to support market participants including, Originators, Debt Issuers, Investment Banks, Corporates, Borrowers, Lenders and Investors with the administration of Escrow, Debt, Loan and Structured Finance transactions. We provide specialised teams onsite to meet your needs and have a comprehensive range of experience to support the complexities on your deal. Let Antracite Investment Limited introduce you to our services designed to help your transaction from our office in the UK.
Experience guides everything we do
Our dedicated and experienced team, entrepreneurial approach, and efficient execution is just what your organisation needs - no matter how large or complex. Antracite Investment Limited has years of experience with a track record of being flexible and responsive to your needs. We work with you to understand the intricacies of your situation and apply our knowledge for a successful outcome.
Contact a Specialist
Services include:
Loan Agency
- Escrow Agent
- Facility & Security Agent
- Investor Reporting
- Loan Agency Services
- Paying Agent
- Restructuring Agent
- Security Trustee
Structured Finance
- Agent for Service of Process
- Calculation Agent
- Cash Manager, Registrar, Transfer and Paying Agent
- Corporate Governance
- Escrow Agent
- Incorporation and Registered Office
- Investor Reporting
- SPV Administration
- SPV Client Accounting
- SPV Directors
- Trustee Services (Note, Security and Share)
The markets we serve:
- Asset Backed Financing
- Aviation
- Direct Lending
- Distressed
- Energy
- Infrastructure
- Market Place Lending
- M&A
- Private Equity
- Project Finance
- Public Securitisation
- Real Estate
- Restructuring
- Shipping
- Commodities
Client Agreement and Service Agreement
Our Client Agreement and Ongoing Service Agreement are available upon request, and these clearly define the services that we provide and the fees that we charge for providing the defined initial and ongoing services agreed with each client.
Client Testimonials
“I first learned about Antracite Investment 6 years
ago when I was introduced to them by a very good
friend.
Since then they has provided me with very sound, and
very timely financial and investment advice through
Antracite Investment Limited. Their team handle my
matters so efficiently – guiding me through each
step of the process.
I have no hesitation in recommending Antracite Investment Limited for financial and investment advice.
With my very best wishes,
“A diligent, conscientious and bespoke service,
catering for all of my investment, tax planning and
personal needs.
I wouldn’t think twice about
recommending Antracite Investment Limited to
anyone.”
“We have used Antracite Investment services for over 10 years with various financial institutions and have always appreciated his hard work and expertise regarding our investments.
“We transferred our portfolio to Antracite Investment Limited in 2014 from one of the larger investment houses in London due to dissatisfaction with the service and performance results.
“If any person who reads this is thinking of appointing Antracite Investment Limited as their investment and financial advisers, please do not hesitate as I am sure you will be very satisfied with their advice and the highly personalised service that Antracite Investment Limited provides to its clients.”
“Antracite Investment Limited now manage my
investments and financial affairs in a much
simplified yet more personalised manner, with
regular quarterly meetings to update me as to
performance and progress…
Their team is always
available to discuss matters and I would highly
recommend his services.”
“We have continued to work (since 2014) with Antracite Intestment not only for their advice and understanding of our needs, but for their practical knowledge and right up to date understanding of what is happening around the world markets. Their work for us provides more than enough evidence of dedication to their work and to their clients.
“Antracite Investment has managed my savings and investments for over 7 years now and I consider myself very fortunate to have met them all those years ago. They are extremely knowledgeable, have excellent judgement in handling investments, are reliable and very conscientious and hard-working. They have proved to be a very safe pair of hands in handling my investments and I can recommend their services very highly.”
“Antracite Investment has been my wealth manager and
financial planner since 2014. Their performance with
my investments has been consistently productive,
balancing steady growth with safety during turbulent
markets. I feel that my hard-earned savings are safe
and growing steadily under their very competent
stewardship.
Their team’s personal service and
attention to detail is second to none.
Antracite Investment Limited’s fees are transparent and competitive.
I have no hesitation in recommending Antracite Investment expertise in personal investment management and wealth planning.”
I have worked with Antracite for over 8 years.
Antracite Investment Limited provides me with
unbiased investment advice which, in my opinion, is
essential for allowing me to make focussed
investment decisions.
I have absolutely no qualms about recommending
anyone that’s requests investment advice to
Antracite Investment Limited.
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