Capital Asset Management
Capital Asset Management (trading as Capital Partners) is a London-based Chartered Financial Planning firm serving UK high-net-worth entrepreneurs, entertainment professionals, and busy families through evidence-based investment management and proprietary financial life planning tools on a retainer-fee basis.
- Company typePrivate
- Founded2011
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Capital Asset Management does
Capital Asset Management (Financial Planning) Ltd, trading as Capital Partners, is a UK-based Chartered Financial Planning firm headquartered at Chancery House, 53-64 Chancery Lane, London. Founded in 2011 when it launched its systematic equity portfolio programme, the firm serves high-net-worth individuals including entrepreneurs, business founders, CEOs, entertainment and music industry professionals, and busy professional families. The firm operates as an independent, privately held boutique with approximately 11 team members led by Founder & CEO Alan Smith, supported by Directors Chirine Harb (COO), Don Fraser, Charles Riches, and Graham McCulley, along with Chartered Financial Planners and Associate Planners.
The firm's core products are FutureMap™, a personalised family financial roadmap built on sophisticated forecasting software that models ideal future lifestyle by integrating money, family, and life aspirations, and Intelligent Investing™, an evidence-based investment programme rooted in Nobel Prize-winning academic research employing a systematic, rules-based, unemotional methodology. Additional services include client portal access via Wrap Account, FileSafe+, and Transact platforms, and a pod-based advisory delivery model. The firm has operated its three-stage investment process successfully for over 10 years, with disclosed equity portfolio annualised returns of approximately 7% against ~3% inflation since February 2011, and claims outperformance over 90% of peer competitors on meaningful time horizons.
Capital Partners monetises through a flat monthly retainer pricing model that is explicitly decoupled from portfolio assets under management, contrasting with industry-standard percentage-of-AUM fees. The retainer increases only with inflation, not investment market returns, and can be paid by the client's business or collected from the investment account with no VAT payable. Distribution is exclusively direct advisory via a high-touch three-step onboarding process: an initial 15-minute call, a discovery meeting typically with the spouse, and a Blueprint presentation. The firm holds FCA authorisation (Reference Number: 225112) and Chartered Financial Planning status, and has won industry recognition including Chartered Financial Planning Firm of the Year. It maintains a strategic partnership with Albion Strategic Consulting for independent investment governance oversight.
Capital Asset Management firmographics
Firmographics- Name
- Capital Asset Management
- Legal name
- Capital Asset Management (Financial Planning) Ltd
- Website
- https://capital.co.uk
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Capital Asset Management (trading as Capital Partners) is a London-based Chartered Financial Planning firm serving UK high-net-worth entrepreneurs, entertainment professionals, and busy families through evidence-based investment management and proprietary financial life planning tools on a retainer-fee basis.
- Ownership category
- akta.pro rank
Capital Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)
- akta.pro secondary industries
- Large-Cap Equity (Active) (FSAAAIAA), Small-Cap Equity (Active) (FSAAAIAC)
Keywords
Where Capital Asset Management is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Capital Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Retainer-based Financial Planning Fees: Simple, retainer-based model based on several relevant factors, not simply the size of the investment portfolio. Charges on a flat monthly retainer increasing only in line with inflation and not the investment market. Fees can usually be paid by the client's business or collected from investment account with no VAT payable.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Flat Monthly Retainer |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Capital Asset Management product offering
Product offeringCore offering
Capital Asset Management (trading as Capital Partners) is a UK Chartered Financial Planning firm that delivers comprehensive wealth management to high-net-worth individuals through two core offerings: FUTURE MAP™, a personalised family financial life plan built with sophisticated forecasting software, and INTELLIGENT INVESTING™, an evidence-based investment programme grounded in Nobel Prize-winning academic research using a systematic, rules-based portfolio approach. Services are delivered via a three-step advisory process (initial call, discovery meeting, blueprint presentation) and charged on a flat monthly retainer rather than a percentage of assets under management.
Product overview
Capital Asset Management (trading as Capital Partners) is a Chartered Financial Planning firm offering comprehensive wealth management services through a three-step client process (Initial Call, Discovery, and Blueprint). The core offerings consist of FUTURE MAP™ (personalised financial life plan using sophisticated forecasting software) and INTELLIGENT INVESTING™ (evidence-based investment management programme grounded in Nobel Prize-winning academic research). The firm provides ongoing wealth planning advisory services, client portal access for account management, and publishes thought leadership content including whitepapers and educational guides. Services are delivered through a pod-based team model combining financial planners, paraplanners, and client services administrators, with a retainer-based pricing structure.
Differentiator
Problem solved
Functional benefit
Products and services
- FUTURE MAP™ A personalised family financial roadmap using sophisticated forecasting software to model the client's ideal future lifestyle, integrating all aspects of money, family and life aspirations. Designed for high-net-worth individuals and families seeking comprehensive financial life planning before any portfolio decisions are made.
- INTELLIGENT INVESTING™ An evidence-based investment management programme rooted in Nobel Prize-winning academic theory, employing a systematic, disciplined, rules-based and unemotional approach to portfolio construction. Designed for high-net-worth clients seeking cost-efficient, diversified wealth preservation and growth.
- Client Portal Access (Wrap Account, FileSafe+, Transact) Online client portal platforms providing clients with access to investment account management (Wrap Account), secure document storage (FileSafe+), and transaction capabilities (Transact). Provided to clients as part of the firm's ongoing wealth management service.
Quantifiable outcome
- Outperformed over 90% of peer group on meaningful time horizons
- +1 more outcomes
Companies that use Capital Asset Management
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Capital Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Capital Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Albion Strategic ConsultingcoreIndependent investment consultancy providing third-party governance and oversight to ensure investment portfolios remain robust and deliver on expectations. Dan Tutchings from Albion attends regular Investment Committee Meetings. Provides evidence-based external perspective and ensures the firm never becomes complacent.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Capital Asset Management competitors and assessment
Company assessmentDirect peers
- Brown Shipley: Private UK wealth manager for HNW individuals, entrepreneurs, and business owners offering discretionary investment management, financial planning, and a retainer-style advisory model. Highly comparable target market and service mix.
- Saunderson House: UK Chartered wealth manager serving HNW individuals and families with fee-based discretionary investment management and financial planning. Closely comparable in size, client segment, and independent Chartered positioning.
- LEBC: Independent UK financial adviser focused on HNW employees, particularly senior executives and professionals, with evidence-based investment philosophy and Chartered status. Closely comparable in client persona and evidence-based positioning.
- Paradigm Norton: Boutique UK financial planning firm targeting HNW professionals and business owners with fee-based, holistic financial planning. Similar size, retainer-based philosophy, and Chartered adviser positioning.
Broad incumbents
- St. James's Place: Largest UK wealth manager advising HNW and mass-affluent clients through a national adviser network. Provides direct competitive pressure on boutique evidence-based firms on price and brand, but with a partnership (commission-based) model rather than retainer.
- Evelyn Partners: UK wealth management and professional services group (formerly Tilney) offering investment management, financial planning, and tax advice to HNW clients. Comparable in scope of services but at significantly larger scale.
- Investec Wealth & Investment: UK wealth management division of Investec serving HNW private clients, entrepreneurs, and intermediaries with discretionary portfolio management and financial planning. Comparable client segment but with institutional scale and resource base.
- Charles Stanley: Long-established UK wealth manager providing discretionary investment management and financial planning to HNW individuals, families, and charities. Competes directly for the same HNW entrepreneur segment but at much greater scale.
- Rathbones: Major UK-listed wealth manager offering discretionary investment management and financial planning to HNW individuals, trusts, and charities. Broadly comparable in target market but at materially larger scale and with a percentage-of-AUM fee model.
Others
- Albion Strategic Consulting: Independent investment consultancy that provides third-party governance and oversight to Capital Partners' Investment Committee. Ecosystem partner rather than competitor, but material to the firm's investment process integrity.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Capital Asset Management social profiles
Digital presenceCapital Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Capital Asset Management leadership team
Management profileNumber of profiles
Profiles6 records
Capital Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Capital Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Capital Asset Management
What does Capital Asset Management do?
Capital Asset Management (trading as Capital Partners) is a UK Chartered Financial Planning firm that delivers comprehensive wealth management to high-net-worth individuals through two core offerings: FUTURE MAP™, a personalised family financial life plan built with sophisticated forecasting software, and INTELLIGENT INVESTING™, an evidence-based investment programme grounded in Nobel Prize-winning academic research using a systematic, rules-based portfolio approach. Services are delivered via a three-step advisory process (initial call, discovery meeting, blueprint presentation) and charged on a flat monthly retainer rather than a percentage of assets under management.
Is Capital Asset Management a public or private company?
Capital Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Capital Asset Management founded?
Capital Asset Management was founded in 2011. It employs 11 to 50 people.
Where is Capital Asset Management based?
Capital Asset Management is headquartered in London, United Kingdom, in the Europe region.
How does Capital Asset Management make money?
One revenue line is on record: retainer-based Financial Planning Fees.
Who are Capital Asset Management's main competitors?
Direct peers on record are Brown Shipley, Saunderson House, LEBC and Paradigm Norton. Broad incumbents are St. James's Place, Evelyn Partners, Investec Wealth & Investment, Charles Stanley and Rathbones. Albion Strategic Consulting is listed as an others.
Does Capital Asset Management have an API?
No public API is recorded for Capital Asset Management.
What industry is Capital Asset Management in?
Capital Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAJAD, Target-Risk / Risk-Profile Model Portfolios, with a secondary code of FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.