Services
Services
Pebble Capital Limited offers comprehensive services in financial planning and wealth management, with specialized focus on gold, crypto, and tech markets. Our detailed offerings ensure personalized, resilient strategies for long-term success.
Pebble Capital Limited delivers services through a structured, transparent process so clients see exactly how advice turns into action.
Financial PlanningHow Core Financial Planning Works
Pebble Capital Limited delivers expert financial planning and wealth management tailored to gold, crypto and tech sectors. Founded on principles of fiduciary duty and innovation, the firm empowers clients to navigate volatility with resilient, diversified portfolios.
- Deep-dive discovery: Start with a strategy session to map income, expenses, assets, debts, and goals (retirement age, lifestyle, family plans).
- Actionable plan: Convert analysis into a clear checklist: how much to save, where to invest, which debts to prioritize, and key tax moves each year.
- Ongoing guidance: Review progress regularly, adjusting to life changes like new jobs, businesses, or major purchases.
How Wealth Management Is Delivered
Holistic planning ties these assets into tax-aware structures, retirement projections, and legacy goals using AI-driven tools for scenario modeling. Regular reviews ensure alignment with 2026 trends like private markets and hybrid advisory models, maximizing after-tax wealth transfer. Clients receive customized dashboards for transparency and adjustments.
- Custom portfolio design: Build a diversified mix of stocks, bonds, gold, crypto, and tech aligned with your risk profile and time horizon.
- Active monitoring: Track markets and your holdings, then rebalance when allocations drift or when opportunities/risks emerge.
- Clear reporting: Provide performance updates and rationale for every major portfolio decision.
How Gold & Precious Metals Are Managed
Gold serves as a hedge against inflation and geopolitical uncertainty. We allocate 5-15% of portfolios to physical gold, ETFs, or digital platforms, rebalancing quarterly based on USD strength and central bank policies. This preserves capital during downturns while capturing upside in risk-off environments.
- Enforce multi-factor authentication and end-to-end encryption for all client data access.
- Conduct quarterly penetration testing and employee cybersecurity training to preempt threats.
- Maintain compliant incident response plans with SEC-aligned vendor oversight.
- Offer asset protection guarantees, reimbursing verified cyber losses on managed accounts.
How Crypto Asset Management Works
Crypto portfolios focus on blue-chip assets like Bitcoin and Ethereum, with 10-20% exposure capped by risk tolerance. We employ staking for yield, dollar-cost averaging to mitigate volatility, and secure custody solutions integrated with estate planning. Tax-efficient harvesting and DeFi opportunities enhance long-term returns.
- Focused selection: Prioritize established assets (e.g., BTC, ETH) and a limited number of high-conviction projects.
- Risk controls: Use position sizing, staggered entries (DCA), and predefined exit zones to manage volatility.
- Secure implementation: Combine institutional-grade wallets/custody with guidance on basic tax reporting and record-keeping.
How Tech Market Investing Is Handled
Tech investments target high-growth sectors like AI, semiconductors, and biotech via index funds, individual stocks, and venture exposure. We optimize for equity compensation in tech professionals, using sector rotation and active rebalancing to balance growth with valuation risks. Portfolios prioritize companies with strong moats and recurring revenue.
- Theme-based research: Identify long-term tech trends (AI, chips, cloud) and invest via diversified funds and select leaders.
- Equity compensation support: Help tech professionals decide when to exercise, hold, or sell stock options and RSUs.
- Concentration management: Reduce overexposure to a single company or sector while keeping upside potential.
Business Strategy & Security Works
How Business Strategy and Security work together ensures every service—from financial planning and protected. A clear strategy sets long-term goals, aligns asset allocation to your risk profile, and adapts to market shifts, while robust security safeguards operations, data, and platforms through strict controls, vetted custodians, and resilient continuity plans.
- Client-first decisions: Every recommendation is filtered through your goals, time horizon, and risk tolerance, not product sales.
- Operational safeguards: Apply strict internal controls for trade approvals, cash movements, and counterparty selection to reduce operational risk.
- Data and access protection: Use encryption, role-based access, and secure client portals to protect information and instructions.
Business Strategy
A deliberate framework for achieving competitive advantage and sustainable success. It outlines goals, resource allocation, and adaptive tactics across markets like gold, crypto, and tech.
- Diversify across gold, crypto, and tech with data-driven asset allocation to balance risk and reward.
- Leverage AI analytics for real-time market forecasting and personalized client roadmaps.
- Foster long-term partnerships via transparent fee structures and performance benchmarks.
- Adapt to 2026 trends like hybrid investments through agile portfolio rebalancing.
Business Security
Robust protocols to protect assets, client information, and operations from risks. Essential in wealth management, it includes cybersecurity defenses and compliance to ensure trust and continuity.
- Enforce multi-factor authentication and end-to-end encryption for all client data access.
- Conduct quarterly penetration testing and employee cybersecurity training to preempt threats.
- Maintain compliant incident response plans with SEC-aligned vendor oversight.
- Offer asset protection guarantees, reimbursing verified cyber losses on managed accounts.