This portal ("the Portal") is made available by Umbra Capital Partners LLP ("Umbra"), which is authorised and regulated by the Financial Conduct Authority. Access is restricted to firms and individuals who are themselves authorised and regulated by the FCA (or otherwise exempt), acting in their professional capacity as an intermediary or adviser. By clicking confirm, you confirm that you fall within this category and that you will not forward login credentials to anyone who does not.
Not for retail or elective professional clients
The Portal is not intended for, and must not be distributed, shown, screen-shared or screenshotted to, retail clients or elective professional clients. If any content from the Portal is nonetheless seen by such a client — for example in a meeting or via a shared screen — it is provided for general information only. It does not constitute a financial promotion directed at that client, a personal recommendation, or advice, and must not be relied upon by them in making any investment decision. Any client wishing to invest should be given full, compliant documentation by their adviser, appropriate to their circumstances, and should take advice from an FCA-authorised adviser before acting.
No advice or recommendation
Nothing in the Portal constitutes investment, tax or legal advice, a personal recommendation, or an offer or solicitation to buy or sell any investment. It is a tool to assist authorised advisers with their own research and due diligence; any recommendation to an underlying client remains the sole responsibility of that client's adviser, who must ensure it is suitable for that client.
Performance data
Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and clients may get back less than they invested. Performance figures are shown net/gross of fees as labelled, are unaudited, and are subject to revision. Data is sourced from Umbra's internal records and from third-party providers including Morningstar, ARC (Asset Risk Consultants) and the Office for National Statistics. Umbra does not warrant the accuracy, completeness or timeliness of third-party data and accepts no liability for errors in it. Comparator/benchmark figures are shown for illustrative purposes only and may not be directly comparable to Umbra portfolios (differing objectives, risk profiles, fee structures and constituent holdings).
Confidentiality and redistribution
Content in the Portal, including third-party data, is confidential and provided under licence for use by the named firm only. It must not be copied, redistributed, published or made available to any third party (including via screenshot, export, or onward sharing) without Umbra's prior written consent, and in the case of third-party data, without the relevant data provider's consent.
No warranty
The Portal is provided "as is". Umbra gives no warranty as to its accuracy, completeness or fitness for a particular purpose, and accepts no liability for any loss arising from its use, save to the extent such liability cannot be excluded by the FCA's rules or applicable law.
