Capital Asset Management
For Immediate Release
Contact: Alan Smith
Website: www.capital.co.uk
Phone: 0207 398 6600
Email: alan@capital.co.uk
Tuesday 4th March 2014
Capital Asset Management hire ‘rising star’
New recruit for leading boutique financial planners
City of London based financial planning firm, Capital Asset Management have announced that Mr. Paul Davies is to join the firm as a wealth planning assistant. Mr. Davies is a graduate of Cambridge University, a Chartered Financial Planner, Chartered Tax Adviser and Certified Financial Planner.
Chief Executive, Alan Smith said “Attracting and retaining talented professionals is absolutely key to growing a successful advisory firm and I am delighted that we have been able to secure the services of Paul Davies, who is undoubtedly one of the industry’s rising stars. His qualifications and track record speak for themselves and it bodes well for the future of the financial planning community that bright young talented individuals are keen to build a career within it as opposed to the other professions.”
Paul Davies said, “Having enjoyed success within larger organisations, I was keen to move to a leading boutique firm where I could have the opportunity to help deliver unconflicted financial planning and investment consulting services to successful families. Having undertaken a lot of research it was clear to me that Capital are one of the winners emerging within the new financial services landscape and I am looking forward to helping the firm and its clients grow and prosper”
This development comes soon after the firm secured the services of one of the UK’s most successful financial planners, Donald Fraser, a Chartered and Certified Financial Planner who brought over £50m in client assets to the firm.
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For more information, comment, statistics and case studies, please contact;
Alan Smith
Chief Executive
0207 398 6600
Capital Asset Management Plc.
52 Cornhill
London
EC3V 3PD
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Notes to Editors:
About Capital Asset Management
Capital is a multi award winning boutique wealth management firm, based in prestigious offices in the heart of the City of London. All financial planners are both Chartered Financial Planners as well as Certified Financial Planners and several of the support team are similarly qualified.
Capital provides comprehensive financial planning and investment consulting services to successful private individuals and their families in several key sectors, mainly senior financial services executives as well as entrepreneurs in media and technology.
The firm has created a proprietary planning model known as FutureMap supported by Intelligent Investing, a unique low cost evidence based investment management proposition.
Fast facts about Capital Asset Management
- Number of client families – 187
- Assets under management - £164m
- Years in business – 10
- Number of staff – 11
- Number of offices - 1
Fast facts about the retail financial services industry
- Significant changes were introduced in Jan’ 2013 under the heading Retail Distribution Review
- Adviser numbers have fallen approximately 20% since 2012
- Most of the high street retail banks have withdrawn from offering financial advice
- At the same time, the demand for impartial professional advice is rising, creating the so called ‘Advice Gap’
Alan Smith is available for informed commentary and incisive views on the key topics and news stories.