Risk Management

Cost growth, squeezed margins and the requirement for greater scale has been a feature of our industry over the last few years, which has challenged asset managers to innovate to protect profits.


Innovation among asset managers and asset servicers has become increasingly complex, often driven by specialised entrants. The asset management industry was also ripe for consolidation, with smaller players the most likely targets.


Today's needs for proportionate risk management — in the form of appropriate governance, risk appetite, procedures and effective use of risk management frameworks — has never been greater.


Innovation has also played a significant part in these processes and, together with effective risk mitigation, is a vital source of differentiation. Asset managers have been impacted by a raft of regulations which has pushed up costs and, at a macro-prudential level, strategies were developed to address the need for high-quality capital to bolster common practices and strengthen crisis management procedures.


As the industry has matured, tax was becoming an increasingly complex issue in terms of reporting and at an investment portfolio level. Running a successful asset management business is about the need for sound risk management and innovation to produce sound returns and profitability.


Today, we are able to fully demonstrate that the products or services we offer will lead to customer satisfaction under varying market conditions.

OUR SERVICES

WEALTH MANAGEMENT

At Capital Strategy Partners we take advantage of efficiencies in the capital markets by creating a strategic combination of tax-efficient portfolios and expert asset allocation.

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Advisory Services

We are trusted advisors to all of our clients by helping them make more informed decisions about how they can strategically manage their capital with a full range of integrated services that are associated with individual objectives.

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Asset Allocation

We ask our clients to provide us with their risk tolerance to establish an appropriate asset mix, a dynamic process that plays a key role in defining a portfolio's overall risk and return, after carrying out quantitative research.

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Corporate Services

Our Corporate Services team specialises in assisting corporations with comprehensive equity planning, including corporate retirement planning services that have been designed to support and educate.

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VENTURE CAPITAL

We have been an active investor in venture capital funds and make direct investments in emerging technology companies in a diversified portfolio that includes early-stage rounds through to late-stage growth equity finance.

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ASSET MANAGEMENT

We provide asset management, investment advisory services and advanced research-based portfolio management, dealing with both growth- and income-oriented portfolios.

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Risk Management

Cost growth, squeezed margins and the requirement for greater scale has been a feature of our industry over the last few years, which has challenged asset managers to innovate to protect profits.

read more

Investment Planning

At Capital Strategy Partners our philosophy is a proven cash flow approach, enhanced by sophisticated investment planning to deliver tax efficiency and profitable risk-adjusted returns.

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Investment Strategies

We offer a unique approach to financial planning services, providing a depth of resources, attention to detail when it comes to client relationships and access to a broad and proven selection of financial strategies.

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