We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs. We are here to disrupt and to present our clients with a highly personalised investment service that aligns with their specific requirements. In choosing to invest with EXE, our clients should expect nothing less.

As a Private Investment Office, we serve our clients with complete independence, free from investment or product bias. Our strengths lie in our ability to clearly articulate strategies that align with our clients’ interests and in capitalising on investment trusts – an area where boutique firms like ours have a distinct advantage.

Strong, long-term relationships and accessibility are at the core of our approach. Our highly competitive tiered fee structure fairly reflects a family’s combined wealth.

‍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.