Step Benchmarking Report 2017 - VAR Capital Performance

VAR Capital’s performance is benchmarked by STEP, the Society for Trust and Estate Practitioners.  The benchmark has several institutional managers, such as HSBC, Rothschild and Royal Bank of Canada.

Here is our STEP 2017 Q4 performance report, which details that over c. 5 years we have outperformed the benchmark by c. 10%, with c. 16% lower risk (as measured by the standard deviation / volatility of returns). Our medium risk portfolio has returned c.10.4% over the last c. 5 years.

Our strong past performance is driven by the following factors:

  • Strong trade idea generation
  • Laser focus on risk management
  • We do not invest in funds (saving investors layers of fees and costs)

VaR Capital – Medium Risk – GBP – 2017Q4

Source: VAR Capital


Categories: Banking, Finance, Insurance

Tags: asset management, family office, private banking


About VaR Capital

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VaR Capital is an independent financial advisory firm offering Asset Management, Debt Finance and Corporate Advisory services. Based in Mayfair, London, VaR Capital Ltd is authorised and regulated by the Financial Conduct Authority (FCA).