Asset Management

Private investors of the future will place greater emphasis on the proactivity of their advisers when it comes to making investment recommendations and managing risks. They value an adviser who can assess the whole landscape and determine the spectrum of opportunities and threats that could influence their wealth creation.

Younger clients also reference customized reporting, digital access, sustainable investment techniques, and demonstrating the value of the relationship in cash terms as important factors that drive them to continue working with an adviser. The value that the proposition offers will no longer be calculated purely in terms of investment performance, but rather against the total experience.

CAPSOMS Asset Management consulting is unique in its approach to identifying the disruptions ahead in the marketplace from its visibility into the corporate venture capital investments and investments into startups.

The ability to decipher global macroeconomic implications on local economies, listed and non-listed companies, aides private clients in their corporate finance decision making for M&A, Private Equity, and intended corporate actions in their businesses.