Lead strategy
Capital Growth Plan
Strategy notes for measured growth and steady review.
UK FUND ADVISORY
Capital Growth, Clear Direction
Fund strategy, portfolio mix, and risk checks for UK investors seeking steady capital growth.
FEATURED STORIES
Reports, Notes, and Fund Views
Strategy notes for measured growth and steady review.
Dark side
Risk Watch
Strategy
Portfolio Map
01Numbered
01. UK Income Mix
Balance income and capital across core holdings.
02Numbered
02. Private Credit
Check yield, tenor, and borrower spread at each step.
03Numbered
03. Family Office Book
Show each position, hold period, and risk band.
Core view
Risk Control
Core view
Reports
Investor Reports
Reports
TOPICS
What Wilton Fund Covers
How Wilton Fund shapes a plan, mandate, and review cycle.
GUIDE
Fund Setup
How Wilton Fund shapes a plan, mandate, and review cycle.
TRENDS
Portfolio Mix
Notes on sectors, cash weight, and how risk changes.
GUIDE
Investor Reporting
What monthly reports should show and why each line matters.
TIPS
Due Diligence
Checks for private investors, offices, and institutions.
of fund advisory
12 years
of fund advisory
assets reviewed
£480m
assets reviewed
shared each year
94 reports
shared each year
Community
Customer notes
Verified
“Their reports are short, clear, and easy to pass on to our board.”
E
Eleanor Shaw
Family Office Director
Verified
“We now get one clean view of risk, cash, and holding size each month.”
M
Martin Vale
Investment Partner
Verified
“The team keeps the facts plain and the next step easy to see.”
P
Priya Nair
Chief Investment Officer
SPOTLIGHT
New Notes From The Desk
A plain read on holdings, cash, and market moves.
Large feature
Monthly Fund Notes
A plain read on holdings, cash, and market moves.
02Numbered
01. UK Listed Equity
Watch earnings, valuation, and sector spread.
03Numbered
02. Credit Review
Check lender terms, duration, and default signs.
Wide
Portfolio Risk Board
A wide look at limits, stress tests, and cash.
05New
Capital Raise Desk
Prepare data for private and institutional backers.
06Notes
Investor Letters
Short updates written for board and client teams.
07Check
Due Diligence File
Keep facts, dates, and documents in one place.
08Brief
UK Market Brief
Read sector shifts, rates, and fund flow notes.
Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01What does Wilton Fund do?+
We help with fund strategy, portfolio mix, risk checks, reporting, and capital raises for UK investors and family offices.
02Do you work with private investors?+
Yes. We support private investors with due diligence, portfolio review, and clear reporting before and after each move.
03How often do you report?+
Most clients get monthly updates, with extra notes when markets move fast or a holding needs a quick review.
04Can you help raise capital?+
Yes. We prepare the data room, investor notes, and pitch material needed for a clean capital raise and clear follow-up.
05What risk checks do you use?+
We review size, sector spread, liquidity, drawdown, and cash levels so each mandate stays within agreed limits.
06Where do you serve clients?+
We work with UK clients in London and across the country, plus overseas investors who need UK fund support.
Weekly Fund Notes
Get short email notes on strategy, risk, reports, and UK market shifts from the Wilton Fund desk.