Who We Are

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

Our History

EXE Capital Management is the new name of Everys Investment Management (EIM) the discretionary asset management business established in 1990 to serve the clients of Everys Solicitors, one of the oldest established legal practices in the West Country.

EIM’s Principal, James Griffin, had been seeking a partner to help enhance the investment and financial advisory proposition when he was introduced to James Scott-Hopkins, himself long established in private client wealth management. In an industry that is consolidating, both understood the need to continue to offer highly personalised services to individuals and their families.

EXE Capital Management will proactively support individuals and their families in pursuing their financial objectives over their lifetimes. We will avoid jargon to ensure our advice is clear, manage expectations through constant review and provide a tiered fee structure which will reflect a family’s combined wealth.

As a privately owned company we can serve our clients without investment bias.

The names EXE (EKS), AXE and USK all derive from the common Brittonic or Celtic languages during the Iron Age and Roman period and means “abounding in fish”. The River EXE is one of Devon’s most important rivers running for about 60 miles from its source at EXE Head, in the north of the county, all the way south through the City of Exeter. It eventually flows into the sea at the EXE Estuary.


The courage to press on regardless – regardless of whether we face calm seas or rough seas, and especially when the market storms howl around us – is the quintessential attribute of the successful investor
John C. Bogle
(Founder of Vanguard Group and Philanthropist)

Our
Commitment

From the moment that you decide to become a client we aim to demonstrate the value of this relationship through the service that we deliver to you.

We will keep you informed as to how your investments are being managed by undertaking regular face-to-face and telephone meetings and access to online valuation services and investment reports.

In order to help you to keep up-to-date with the ever-changing political and financial landscape we have access to a team of specialists who assist with the interpretation of government policy, tax legislation and changes to the macro-economic environment and global investment markets.

Our culture, vision and values are what set us apart. Our focus is on building long term relationships with people we want to work with and for.

We will always put clients first, think long-term, act with integrity, provide good client outcomes and value independence.

Contact Us

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