Alan Smith | Chief Executive Officer, Wealth Manager, Adviser
Capital Asset Management

Alan Smith, Chief Executive Officer, Wealth Manager, Adviser, Capital Asset Management

Alan is the founder and CEO of Capital Asset Management, one of the UK’s leading firms of independent Chartered Financial Planners. From their origins as a small, transaction-based IFA, Alan and his team have grown the business into a modern, profitable, boutique firm, delivering lifestyle financial planning services to a growing client base of affluent families.

Capital has developed a reputation for innovation and thought leadership within the wealth management profession. Winners of countless awards and accolades, the firm’s Directors are regularly quoted in the national and trade press. The team at Capital continues to challenge conventional thinking and to ensure that clients’ interests are always put first.
Capital is based in London and currently manages the financial planning and investment requirements of around 200 families.

They recently won Chartered Financial Planning Firm of the Year.

Appearances:



WLTH Day 2 @ 10:30

Product offerings - Fee structures, product complexity, value propositions, transparency

last published: 31/Mar/20 15:45 GMT

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