Family Office
Excalibur Asset Management
Stockholm, Sweden
Type
Family Office
Check size
n/a
Verticals
fixed income, hedge funds, credit markets
Investment thesis
Excalibur Asset Management is a London-based investment management firm specializing in discretionary portfolio management and advisory services for private clients, trusts, and charities. Established in 2001, the company is known for its personalized approach to wealth management, focusing on long-term capital preservation and growth. Excalibur Asset Management has built a reputation for transparency and client-centric service, operating primarily in the UK with a client base that includes high-net-worth individuals and family offices. The firm emphasizes independent advice and tailored investment strategies, maintaining a steady presence in the competitive asset management sector.
Partners
2 partners on file at this firm, with the firm's email pattern for cold outreach.
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Customer segments
Institutional clients, Retail clients
Geography
Europe, Sweden
Links
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