At Samka Capital, our boutique approach means every client family receives direct, high-touch attention from our principals. We offer a select suite of wealth management and family services, delivered with agility and adaptability. At our scale, our team is able to dedicate meaningful time and resources to each relationship, ensuring highly personalised results.
We offer custom investment management grounded in each family’s vision, risk appetite and time horizon. Our process blends traditional and alternative strategies, with asset allocation tailored by family objectives and curated through close partnerships within our tightly held adviser network.
Samka Capital actively monitors market developments and emerging opportunities, keeping clients informed and empowered around each investment decision. Our boutique scale allows us to respond quickly when markets shift or priorities evolve, always prioritising client preference and transparency.
One client family with a long-held concentration in UK equities sought to reduce risk and access global opportunities. By working together over several months, we gradually shifted assets into more diversified blend of international equities, fixed income and a select private fund, matching the family’s comfort level and long-term vision. The transition left the family both more confident and more resilient to market shifts.
Samka Capital guides families through sensitive generational transitions, whether planning for inheritance or leadership changes in private enterprises. Our succession work involves open communication, clear documentation and a steady hand, focusing on legal structures and tax efficiency, as well as family harmony and enduring stewardship.
Every transition plan is uniquely designed in consultation with the family, reflecting evolving family dynamics and individual aspirations. We collaborate with specialist legal and tax advisers, coordinate regular family meetings, and build practical, phased implementation strategies that foster understanding and unity.
When a client’s matriarch decided it was time to step back from daily operations, we worked closely with her and her children to design a phased transfer of leadership and assets. Our careful process included legal coordination, regular family meetings, and clear documentation, helping preserve family unity and the business’s continued growth.
Samka Capital supports families in preparing younger generations for present and future responsibilities. Whether through financial literacy coaching, practical workshops or facilitating meaningful conversations around family values and mission, our goal is to equip and unite family members around a shared vision.
Our boutique scale means deep, ongoing involvement with each family’s next-generation needs and aspirations. We help develop family charters, coordinate educational projects and create tailored opportunities for family members to learn, grow and engage in governance at their own pace.
For a family looking to involve their teenage children in the family’s philanthropy, we developed an age-appropriate, hands-on introduction to charitable giving. We inspired them to select projects, review proposals and see first-hand the impact of their choices. The process sparked ongoing engagement and helped foster a sense of shared purpose.
Each family has their own motivations for giving, whether personal, social or legacy-driven. We help clarify those goals, map out priority areas and structure philanthropic commitments for maximum impact and simplicity. Our philanthropy service is grounded in hands-on research and personal engagement, ensuring each gift reflects the family’s values.
Samka Capital assists with all aspects of charitable giving, from strategy to reporting, and maintain long-term relationships with preferred organisations. Our boutique office environment means giving remains a highly personal, empowering process for our clients.
One family approached us with a strong desire to support children’s welfare in their local area but little experience with formal philanthropy. We outlined options, presented local charity partners and assisted in structuring multiyear support for two organisations, ensuring simplicity, transparency and meaningful personal involvement.