Portfolio architecture
We build core allocations that endure, then add opportunistic tilts in liquid instruments so you get upside without losing sleep.
Core equity & creditTactical options
Caitlin Invest
FCA regulated
SEC compliant
MiFID II ready
Private wealth, rebuilt with clarity and conviction.
We design resilient portfolios, blend discretionary insight with systematic discipline, and keep you informed with transparent reporting that actually reads like a story.
£1.2B
Assets stewarded across mandates
18 yrs
Cross-cycle investment experience
24/7
Coverage for liquidity & risk alerts
Signals we track
- Macro regimes and rate pivots that change how assets correlate.
- Momentum, volatility and carry factors that we rebalance weekly.
- Event risk heatmaps so you know when we hedge and why.
- Forward-looking liquidity screens on every position.
Discretionary + SystematicBespoke ESG overlaysDigital reporting
Caitlin Invest In The News
Why clients stay
Risk-first execution
Position sizing is driven by drawdown math, not gut feel. Hedges and stop-maps are agreed in advance and revisited monthly.
Live VaR bandsCrisis drills
Reporting you'll read
Concise memos, visual dashboards, and a human on the call to translate the numbers into decisions that matter to you.
Quarterly reviewsNarrative notes
Who we serve
Founders
Concentrated positions, liquidity events, and runway planning with pre-agreed hedge maps.
Families
Multi-currency income, tax-aware withdrawals, and clear beneficiary reporting.
Future funds
Policy drafting, model design, and execution oversight while you scale AUM responsibly.
Advisory tracks
Built for founders, families, and future funds.
Choose a track that fits how you operate. We keep the cadence light, the access direct, and the paperwork painless.
- Founders — liquidity planning, concentrated-position hedging, and cash runway optimisation.
- Families — multi-currency income, tax-aware withdrawals, and clear beneficiary reporting.
- Future funds — portfolio policy drafting, model design, and execution oversight while you scale.
"We built Caitlin Invest to give clients the calm of a family office with the agility of a trading desk. Every allocation is explained. Every move has a reason."
— Caitlin Mercer, Chief Investment Officer
Stewardship
Ongoing oversight
Weekly signal checks, monthly rebalance windows, and immediate outreach when risk budgets tighten.
Access
Talk to humans
Your advisor, risk lead, and support team are a direct line away. No ticket queues, no bots.
Accountability
Aligned on outcomes
We report performance against your goals, not just benchmarks—so you know if we're on track together.
Ready to see a plan for your capital?
Share your objectives and constraints, and we'll map out a starting allocation with clear guardrails. No obligation, just clarity.