ADVISORY

X5 Capital offers clients a personalised,‘boutique’ approach to navigating the challenges and opportunities they face in attaining their financial goals. At the heart of our process is building a fundamental understanding of each client’s financial situation, attitude to risk and specific financial objectives.



Our unique asset allocation model is our main departure point and is central to the structuring process. This takes full account of the risk-return objectives established at the beginning of our engagement. We emphasise balance and diversification, seeking to vary the client’s holdings in accordance with key variables that can influence overall performance and liquidity.

A vital benefit of our personalised asset allocation approach is the ability to remain responsive to the changes in the financial markets as well as our clients’ personal circumstances.