At Capella Advisory we are proud to provide our advice community with a range of services and solutions designed to help you grow and thrive.
Capella stands out as a licensee that embodies its core values and fosters a collaborative spirit. This commitment to action, not just words on paper, has earned Capella the trust and respect of those seeking a licensee partner who prioritises growth, learning, and strong connections within the industry.
We recognise your business is as unique as you are. We have kept this in mind when building our services and professional partnerships so our advice firms can bring to each client situation a value-oriented philosophy and an innovative approach that is always viewed from the unique perspective on supporting your business objectives.
Our 3 Pillars of Support
Capella’s 3 pillars of support are the foundations that underpin our approach to empower private advisory firms to deliver exceptional client experiences and achieve enduring success.
Capability
We foster a community culture that goes beyond the typical business as usual mindset. The diversity of our team’s background allows for a variety of perspectives and approaches. Our team has a long history of working closely with financial advisers by limiting the number of clients we work with at any given time, we’re able to provide more personalised and detailed service.
Connections
Capella deeply values connection.
We believe in fostering meaningful relationships with our advice firms being advisers, support staff and more broadly our advice community. We build connection through open and transparent communication, listening and valuing each voice. Our commitment to connection extends beyond being just an advice firm in our group; we strive to build long-term partnerships based on trust and mutual respect.
Client Solutions
We are proud to provide our advice community with a range of services and solutions designed to help you grow and thrive. Our aim is to provide you with leading client solutions, smart resources to assist with the day-to-day running of your business alongside a community of other like-minded professionals who believe that we are stronger together through encouragement of each other, sharing knowledge and expertise. we can all achieve more.
Capability
Capella Advisory understands the needs of advisers who provider services to client within the HNW and UHNW area and the structures and complexity that can bring. Complexity can also come from clients being more transient when family grow or members move abroad and assets get dispersed across many countries. Additional considerations needs to be well planed to manage tax and any transfers of wealth long term.
We understand the significance of your business’s success and the crucial role of safeguarding your clients’ well-being. Our comprehensive solutions are designed to address the needs of both your advice firm and its clients, ensuring that you can operate with confidence and provide the best possible service to your clients. Capella delivers a unique set of skills and capabilities tailored to your business. We are focused on specialist areas where we have built up technical sector knowledge and have become a recognised leader in our our fields.
Tailored Solutions for Advice Firms
We recognise that every advice firm has unique requirements. Our tailored solutions are meticulously crafted to align with your specific needs and goals, enabling you to:
- Enhance operational efficiency through simple and practical policies and guidelines.
- Business and Advice Coaching to help you focus on your core needs.
- Streamlined Revenue Processing.
- Strong Investment & Insurance Advice Framework focus on private advisory clients.
- Advice firms gain access to a network of top-tier partners in the accounting, legal, lending, risk management and investment management, as well as a strong peer support system.
Connections
Our team is committed to forming a collaborative partnership by working closely with your advice firm to ensure that our solutions are seamlessly integrated. We encourage collaboration to enhance each advice firm’s growth by sharing collective knowledge and experience within the group no matter what role you hold within an advice firm.
Education
Education plays a crucial role in our commitment to connection. We believe that empowering our advisers and their staff with knowledge is essential for building strong relationships.
By providing educational resources, workshops, and seminars, we aim to deliver our advice firms with the tools and information, they need to make informed financial decisions around their business and clients.
Through education, we foster a culture of continuous learning and growth, strengthening the connection between our advice firm’s and each other.
Collaboration
Collaboration by fostering an environment, we can enhance each advice firm’s growth by allowing to tap into the collective knowledge and experience within the group no matter what role you hold within an advice firm.
We actively collaborate with external specialists to assist our team as required in areas such as estate and succession planning, philanthropic advice, and intergenerational wealth transfer.
Client Solutions
Our team is committed to forming a collaborative partnership with you. We work closely with your advice firm to ensure that our solutions are seamlessly integrated into your operations, empowering you to deliver exceptional service to your clients.
- Offering an Advice Framework for both retail and wholesale advice needs.
- Our support framework provides for a technical advice line for clients with sophisticated needs to help manage complexity or clients navigating matters in multiple jurisdictions.
- A collaborative approach to problem-solving.
- Robust Investment Committee built on transparency and independent chair. Advice firms can hear the discussion between the committee and investment managers or insurers when seeking addition to the recommended list.
- Flexibility to choose the most appropriate platform or investment administration solutions suited to your clients.
- Access to institutional-quality investments.
Your clients’ wealth journey extends beyond asset management. At Capella we understand the profound responsibility of guiding long-term financial plans, prioritising sustainable growth and intergenerational wealth transfer. We stand alongside your advisory firm, empowering you to build strong wealth foundations for your clients. Our dedicated team fosters a collaborative partnership, working hand-in-hand with you to integrate solutions seamlessly into your operations. Together, we equip you to deliver exceptional service, exceeding client expectations at every turn.
The relationship you have with your clients it’s never just about business. It’s about the challenges you faces, the decisions you make, connections you build and the legacies you want to leave in your business and create for your clients.