About Us

In 2011, Mark Insley founded Ascot Wealth Management. With previous experience in equity trading, he created 5 portfolios, each with a different risk profile that would serve the needs of a range of investors.

Over the last 10 years, these portfolios, now managed by a dedicated investment team, have been tried and tested. They continue to provide strong returns outperforming the benchmark each year.

With this strong track record and an increase in the number of clients, we took the decision to implement a dedicated discretionary fund management service to deliver increased efficiency and cost effectiveness for our client base. In late 2018, Cape Berkshire Asset Management was born.

Cape Berkshire runs 5 risk-adjusted, multi-asset portfolios, on a discretionary basis for clients. The discretionary nature of these portfolios allows us to generate alpha based on swift implementation of both strategic and tactical asset allocation decisions. It also allows us to save our clients money by investing in passively, rather than actively managed funds, thereby removing the need to pay an external party for asset allocation.