Private Investment Office
BUILDING INSTITUTIONAL INVESTORS
Research, education and advisory services designed to help serious investors develop systematic decision-making frameworks.
Three Disciplines, One Standard
RESEARCH · ACADEMY · ADVISORY
Research
Institutional-grade market research and macroeconomic analysis across global asset classes, delivered with the rigour of a professional research desk.
View ResearchAcademy
Structured education focused on systematic investing and trading — professional development pathways, not courses.
View ProgrammesAdvisory
Strategic guidance designed to help investors improve decision-making, portfolio construction and risk management.
View AdvisoryOur Philosophy
THE INSTITUTIONAL APPROACH
Most investors struggle because they rely on emotion, opinion and market noise.
Medici Capital was established to bridge the gap between institutional processes and individual investors — through structured frameworks, disciplined execution and evidence-based decision making.
Illustrative allocation framework for discussion purposes only. Not investment advice.
Why Medici Capital
KEY PRINCIPLES
Institutional Thinking
Process before prediction. Every decision begins with a framework, not a feeling.
Systematic Decision Making
Repeatable processes that hold under pressure, in every market regime.
Risk Management
Position sizing, drawdown control and exposure discipline come before returns.
Evidence-Based Analysis
Conclusions follow data — macroeconomic, fundamental and flow-based.
Long-Term Capital Preservation
Compounding requires survival. Protecting capital is the first mandate.
Medici Capital Research
INSTITUTIONAL RESEARCH
Institutional-quality research across global markets — built on macroeconomic rigour, cross-asset analysis and disciplined process.
Coverage Universe
SIX ASSET CLASSES, ONE PROCESS
Global Equities
Developed and emerging market equities, sector rotation and single-name analysis.
Fixed Income
Sovereign and credit markets, yield curve dynamics and duration positioning.
Foreign Exchange
G10 and EM currencies through rate differentials, flows and policy analysis.
Commodities
Energy, metals and agriculture within macro and supply-demand frameworks.
Macroeconomics
Growth, inflation and policy regimes across the global economic cycle.
Digital Assets
Institutional analysis of digital asset markets, structure and adoption.
Research Deliverables
THE RESEARCH CALENDAR
Cross-asset positioning, regime analysis and conviction views.
MonthlyStrategic review of the macro landscape and asset class outlooks.
QuarterlyFramework-driven allocation analysis across the coverage universe.
Semi-AnnualTimely analysis of market-moving events and policy decisions.
OngoingDeep-dive studies on structural themes shaping long-term returns.
Ad HocSample exhibit for illustration. Medici Capital research is available to subscribers via the Client Portal.
Members Only
THE RESEARCH PORTAL
A secure, dedicated environment for research subscribers — built in the tradition of institutional research terminals. Reports, archives, watchlists and downloads in one disciplined workspace.
Professional Development
MEDICI CAPITAL ACADEMY
A structured educational environment designed to help investors develop repeatable processes and institutional-level decision making.
Training Programmes
THE DEVELOPMENT PATHWAY
Programmes are sequenced as a professional curriculum — foundations first, specialisation second, institutional application throughout.
Beginner FX Programme
Market structure, the macro drivers of currencies, and the foundations of a disciplined process — built for investors starting with a clean slate.
FoundationAdvanced FX Programme
Rate differentials, positioning analysis, execution frameworks and risk architecture for serious currency market participants.
SpecialisationOptions Programme
Derivatives as institutions use them — structure, volatility, hedging and asymmetric expression of macro views.
SpecialisationCryptocurrency Markets Programme
A measured, institutional treatment of digital asset markets: structure, liquidity, custody and risk.
SpecialisationEquity Market Analysis Programme
Fundamental and macro-driven equity analysis — from index regimes to sector rotation and single-name frameworks.
ApplicationMembership
LIVE MARKET ENVIRONMENT
A professional market environment in which members observe institutional process applied to live conditions — daily, weekly and across the cycle.
What Members Receive
- Daily Strategic Updates
- Intraday Market Commentary
- Weekly Live Educational Session
- Weekly Strategic Call
- Trade Execution Breakdowns
- Session Video Library
Admission is by application. Members are expected to engage with the environment as professionals.
Medici Capital Advisory
STRATEGIC ADVISORY
For investors seeking structured guidance around portfolio construction, asset allocation and market participation.
Advisory Services
A STRUCTURED ENGAGEMENT
Portfolio Reviews
An objective, framework-driven review of holdings, concentrations and exposures.
Strategic Consultations
Private sessions addressing the questions that matter to your capital.
Investment Process Development
Building the repeatable process behind every decision you make.
Risk Management Guidance
Sizing, drawdown limits and exposure discipline calibrated to your objectives.
Asset Allocation Reviews
Strategic allocation analysis across asset classes, regions and regimes.
Private Engagement
FRAMEWORK CONSTRUCTION
A personalised process designed to help clients develop a repeatable investment framework aligned with their objectives, risk tolerance and decision-making style — delivered in the manner of a private wealth engagement.
The Construction Process
- Strategy Development
- Risk Management Framework
- Execution Process Design
- Market Selection Framework
- Position Sizing Methodology
Limited engagements per quarter. Each framework is built one-to-one around the client.
How We Work
PRIVATE OFFICE DISCIPLINE
Every advisory engagement follows the same standard applied within institutional investment processes: define the objective, establish the framework, stress the assumptions, document the decision.
Advisory services are educational and strategic in nature. Medici Capital provides frameworks and guidance to support your own decision-making.
The Firm
ABOUT MEDICI CAPITAL
A boutique investment research, education and advisory firm built on institutional process.
Leadership
THE FOUNDER
A professional trader and investor with experience operating within financial institutions and professional market environments — now focused on helping private investors adopt institutional-grade frameworks, risk management practices and decision-making processes.
The firm exists for one reason: the gap between how institutions invest and how individuals invest is a gap of process, not intelligence. Medici Capital closes that gap through research-driven investing, strategic analysis and uncompromising risk management.
Institutionalising retail — building systematic investment strategies that remove emotion and doubt from execution.
To become the leading destination for investors seeking institutional-quality frameworks, research and education.
What We Stand For
VALUES
Discipline
Process is followed in every regime — especially when it is uncomfortable.
Integrity
No performance theatre. No promises. Only frameworks and evidence.
Transparency
Reasoning shown in full, so clients understand the why behind every view.
Continuous Learning
Markets evolve. So does the research, and so do we.
Get In Touch
CONTACT US
Consultations, general enquiries and partnership discussions are welcomed.
The Office
Send An Enquiry
Submitting opens a pre-completed email in your mail application. Enquiries are reviewed within one business day.
Client Portal
COMING SOON
A private, secure environment for Research Subscribers, Academy Members, Live Environment Members and Framework Construction Clients — including the research library, download centre, session bookings and client documents — is currently in development.
Clients will be notified personally when access opens.