About Us

Malco Capital is a boutique investment advisory firm with a strong focus on asset management and capital advisory, especially around discretionary and advisory investment mandates. One of our core expertise is advising on credit, that includes credit structuring and arranging credit like equity release via fixed or liquid assets (Real Estate, Securities, Single Stock) in Europe, Middle East and Asia.

Navigating the world of investments and understanding active wealth management can be a complex task.

For decades we have helped our clients create sustained value with longevity around building their investment portfolios and yet keeping things simple.

A Proven Approach

We believe “If you cannot explain something in simple words, you haven’t understood it yourself”.

Listening is the first step in understanding the client objectives before any bespoke investment solution can be tabled.

Analysing client goals and comparing them with their overall portfolio is often a real challenge. To mitigate this risk, we build working investment models via quantitative and qualitative metrics of the portfolio objective. This is done while focusing on the client’s risk tolerance and investment appetitie parameters covering the span of the entire investment life cycle.

Why Us?

Our team is comprised of diverse professionals with multi faceted global financial investment experience having common commitment to ethics and integrity.

Time is the best judge after all.

Our Team

Managing Director

Naushair as the Global Head of the firm commenced his banking and investment career in the year 2000. The career has spanned over 20 years working with bulge bracket investment banks Barclays, Deutsche Bank AG and Swiss Private bank Julius Baer in over 4 continents. He is a qualified CISI Charter holder investment advisor and holds an MBA in Corporate Finance / M&A from Warwick Business School UK.

Director

Stefanie as the Director of the firm began her investment career in 2002 as an associate with Nomura Holdings. In 2009 she took up an equity strategist role with Barclays Capital and scaled to Director ECM. She is a CFA charter holder and BA Economics from Imperial College London UK.

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Why should I make a financial plan?

Financial plans allow you to prepare for things in life you may not expect. Mitigating largely unknown variables in your life is a good place to be. Effective financial planning through balanced investment diversification creates multiple sources of income. These multiple sources offsets each income stream's inherent risk of loss. Methodical financial plan achieves this objective including succession planning, your retirement and any unexpected life changes.

What should a financial plan include?

It should always start with your life goals and objectives. Once mutually understood, we will build a plan that includes an investment portfolio structured around your risk/return metrics, tax planning, insurance needs and finally retirement with passive income should you choose to.

How often should I update my financial plan?

You should meet with us to review your plans twice every year, or before any major life transition.