Multi family office Capital Code focuses on providing a range of services to its client base of ultra-high-net-worth individuals, family offices, and corporate clients, with these comprising of holistic wealth management, financial planning, investment advisory, and corporate finance services. With strengths rooted firmly in exceptional knowledge and expertise, combined with an unwavering dedication to foster long-term relationships servicing every client’s individual needs, Capital Code leverages its prowess and well-established network to provide advice that is bespoke, unbiased, and independent, protecting wealth and maximising return potential. We caught up with Founder Gautam Kumar, who set up the business in March 2020 after more than 25 years in senior roles across the banking and wealth management sectors, to find out more. Best Emerging Multi Family Office - UK Proudly independent, Capital Code constantly affords itself the ability to source the best opportunities, offer bespoke advice, and provide its clients with real value. By aligning the business’ own interests with those of its clients, risks are managed effectively, and the best possible returns can be secured. The firm serves a range of clients, many of whom the team have considerable experience with, dating back to the days when they worked for large wealth management corporations, and the vast majority of new clients taken on by the team stem from the recommendations of current clients based on their stellar experiences. At the heart of Capital Code’s unique offerings in the market is its sought-after independence, which serves to reaffirm that clients are the firm’s top priority, and that there is no conflict of interests. Furthermore, Capital Code helps its clients to take a more holistic view when considering their investment options, which can be tailored to their specific investment profiles. Since the business is not limited to offering just wealth advisory services, it also gladly provides its expertise across the fields of corporate financing and real estate. Differentiating Capital Code further is its ability to serve large clients and handle their every need, including succession planning and investing in private credit and equity. Driving the firm forward and instrumental in its ongoing success is the growing team of expert individuals, with each member possessing a wealth of direct experience in the financial services sector, as well as adept knowledge of the ecosystem and an expansive, pre-established network from which to draw. Upon hiring new talent, Gautam feels it important that all successful candidates have at least 15 years of experience, are well-versed in their target market, and are confident in their ability to effectively nourish client relationships, which can subsequently be transformed to the Capital Code ecosystem. Spurring this on is an excellent internal culture, which Gautam believes can be described as, “transparent and collaborative, both internally and with our external business partners. The team work together and contribute their special skills set to meet objectives without being constrained by hierarchy.” To this end, the culture and mindset of Capital Code places emphasis on the team over the individual, ultimately setting it aside from other companies and stimulating continued success. There are a series of key points which accurately underpin this commitment to a client-centric approach, and the team are proud to be trusted partners to an array of clients that seek out the firm personally, speaking volumes of the hard work that has gone into building and sustaining such excellent relationships. Moreover, the team’s reliability, experience, total aligning with client interests, and a unique ability to effectively harness the latest technologies, combine to establish it as a true beacon of excellence in the market. Capital Code’s Reporting Platform ensures the delivery of tailored reporting software which allows all parties to view investment holdings across multiple banking relationships resulting in a holistic and more informative approach to investment decision making whilst also managing overall risk. In spite of sustained prosperity, the company does face challenges, with these often being specific to its industry. At present, these primarily stem from it only dealing with clients deemed as professional by the FCA. Unfortunately, in the UK, what constitutes professional is considerably more stringent than in other jurisdictions, such as Singapore or Switzerland, making the onboarding process tedious and complex when compared to its counterparts in other financial centres. This difficulty is just a minor inconvenience for a firm of this stature, and 2024 is projected to hold continued growth for both the team and the wider business. We would like to wish Gautam Kumar and everybody at Capital Code the best of luck for the rest of the new year and beyond and congratulate them for their distinction in the industry which has led to their award-winning status. Contact Details Contact: Gautam Kumar Company: Capital Code Web Address: https://thecapitalcode.com/
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