Who We Are

An experienced team of like-minded investment professionals working to enhance the wealth of individuals, families and businesses.

Who We Are

EXE Capital Management is the boutique private investment office for entrepreneurs and families navigating business exits, succession planning and long-term capital preservation.

Free from product bias or external influence, we provide both advice and discretionary management and construct portfolios around a handpicked set of exceptional managers. We shun the growing industry trend for standardised, fixed asset allocated portfolios that fail to meet individual client needs.

Being small by design allows us at EXE Capital Management, to genuinely bespoke portfolios and give our clients our full attention.


Price fluctuations have only one significant meaning to the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal. At other times he will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.


Benjamin Graham
Father of Value Investing and author of the Intelligent Investor

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