investor access
Reach the investors who matter.
We help you target and access new, long-only inves.
A TARGETED APPROACH
Investor access built around your objectives.
Long-only investors have become increasingly hard to reach and engage with as regulations like MiFID II have restricted dialogue. We help you reach and navigate this organisationally and geographically diverse investor universe through bespoke investor access programmes.
Through regular conversations with a broad range of investors, we understand investors’ investment requirements and styles. We put this to work to achieve your investor engagement aims, targeting and engaging with investors on an ongoing basis, always viewed through the lens of your objectives.
Local knowledge. Wider reach.
OUR INVESTOR UNIVERSE
A broad network, built over decades.
We target investors using our proprietary database of over 7,000 fund and wealth managers and analysts across the UK, Ireland and Europe, built up over 30 years and evolving live through daily conversations with the market.
Our insight combines third-party analytical data with our own proprietary knowledge — from fund flows and thematic peer holdings to the subtleties of individual portfolios.
A connected UK & European network
Illustrative coverage areas
United Kingdom
Regional and national investors
Ireland
Local market relationships
Continental Europe
Cross-border investor reach
Specialist funds
Relevant mandates and styles
THE IMPACT
Investor engagement with a measurable purpose.
We specialise in introducing investors to UK and international issuers and connecting clients with relevant interest from the under-served mid-market institutions.
◎
Targeted meetings
Over a consistent Investor Access programme, we translate investor interest into share purchases.
↗
Broader reach
Reach beyond the usual universe, including regional institutions and pension funds.
↻
Ongoing feedback
Support your share price, increase liquidity and reduce volatility through better-informed engagement.
“We began our partnership with Capital Access in 2021, and were initially mainly looking for a cost-effective way of reducing the logistical burden of accessing mid-market investors across the UK who are underserved by the major investment banks.”
Charles King
Co-Head of Investor Relations at Halma plc
WORKING COLLABORATIVELY
We work collaboratively with your advisers.
We work alongside your broker to broaden and deepen your share register, deconflicting with their programmes.
We are experienced at working alongside existing advisers and brokers, with each client being unique in how we fit alongside your investor relations approach. Our outreach and targeting is always bespoke — carefully tailored to your specific requirements and organised to avoid any overlap.
A DEDICATED INVESTMENT COMPANY OFFERING
Evidence-led investor engagement.
With increasing focus on retail investors, wealth manager engagement is in decline across the industry. Our investment company programmes proactively engage with this critical, increasingly overlooked segment of investors.
Wealth manager ownership
CAC trust average
Investment company universe
Alternative investment companies
In 2025, 38% of our physical investment company client meetings converted into buying activity. We monitor this through a combination of share register analysis, client feedback and investor confirmation of trades following meetings.
OUR PROCESS
Building investor support: how we do it.
A continuous cycle of targeting, engagement and listening — built to compound over time.
1
Qualification
A targeted process that qualifies investors whose investment criteria align with the company’s value proposition.
2
Outreach
Regular, proactive outreach to targeted investors, arranging meetings with decision-makers across the UK, Europe, virtually and in person.
3
Follow up
We help companies sustain dialogue and engagement, moving from introduction to meaningful shareholder relationships.
4
Feedback
Gather detailed, attributed investor feedback to help companies understand what matters and refine future engagement.
CYCLE REPEATS CONTINUOUSLY
↻
Our approach creates a regular loop of feedback and engagement between investors and the company — driving long-term, regular buying and ultimately enhancing liquidity, reducing volatility and improving share-price resilience.
“Conviction isn’t built overnight: genuine long-term investors take months to develop. They don’t appear on demand.”
Richard Feigen
CEO
INVESTOR FEEDBACK
Listen, learn, improve.
On results days, we collect and share same-day market insight through Market Pulses, and following roadshow meetings, we share feedback highlighting the key points raised by investors as well as what are the catalysts for conversion.
Beyond this, we maintain a continuous dialogue with your investor base: announcements are sent directly to our database on an uncapped basis, and we share ad hoc feedback drawn from our day-to-day engagement with investors.
MARKET PULSE
A clear view of investor sentiment.
Timely feedback and structured insight to help companies understand their audience and refine the next conversation.
CLIENT PERSPECTIVES
Hear what our clients think.
“At Quilter, we have been working with Capital Access for about three years. They have introduced a number of investors to us over that period, including some who have built a meaningful position on our share register. They have a very strong relationship depth with investors and have set up roadshows in London, Edinburgh and across Northern England.”
JP Crutchley
Head of Investor Relations at Quilter
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START A CONVERSATION
Let’s make the next meeting matter.
Tell us what you’re looking to achieve and we’ll help you explore the right approach.
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Investor Access
Reach the investors who matter.
We help you target and access new, long-only investors that turn into shareholders.
A TARGETED APPROACH
Investor access built around your objectives.
Long-only investors have become increasingly hard to reach and engage with as regulations like MiFID II have restricted dialogue. We help you reach and navigate this organisationally and geographically diverse investor universe through bespoke investor access programmes.
Through regular conversations with a broad range of investors, we understand investors’ investment requirements and styles. We put this to work to achieve your investor engagement aims, targeting and engaging with investors on an ongoing basis, always viewed through the lens of your objectives.
Local knowledge. Wider reach.
OUR INVESTOR UNIVERSE
A broad network, built over decades.
We target investors using our proprietary database of over 7,000 fund and wealth managers and analysts across the UK, Ireland and Europe, built up over 30 years and evolving live through daily conversations with the market.
Our insight combines third-party analytical data with our own proprietary knowledge — from fund flows and thematic peer holdings to the subtleties of individual portfolios.
A connected UK & European network
Illustrative coverage areas
United Kingdom
Regional and national investors
Ireland
Local market relationships
Continental Europe
Cross-border investor reach
Specialist funds
Relevant mandates and styles
THE IMPACT
Investor engagement with a measurable purpose.
We specialise in introducing investors to UK and international issuers and connecting clients with relevant interest from the under-served mid-market institutions.
◎
Targeted meetings
Over a consistent Investor Access programme, we translate investor interest into share purchases.
↗
Broader reach
Reach beyond the usual universe, including regional institutions and pension funds.
↻
Ongoing feedback
Support your share price, increase liquidity and reduce volatility through better-informed engagement.
“We began our partnership with Capital Access in 2021, and were initially mainly looking for a cost-effective way of reducing the logistical burden of accessing mid-market investors across the UK who are underserved by the major investment banks.”
Charles King
Co-Head of Investor Relations at Halma plc