A keen eye for what clients value has seen Capital Asset Management focus on the advice process and outsource the non client-facing elements of the business, MD Alan Smith tells David Burrows
Someone who offers a poor financial planning service will always lose business - but it does not necessarily follow that a good financial planner will run a profitable business. There are many good advisers out there who are struggling not because they lack the skill to do the job but because their business model is not fit for purpose. Alan Smith, managing director of Capital Asset Management (CAM) founded his company in 2004 in the West End of London after acquiring and merging the client banks of two different retiring sole traders. Starting from scratch he was able to implement radi...
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