Some firms advise. Others deliver. We do both, and stay accountable.
Capmark Advisory is a global management and technology consulting firm built for financial institutions and energy markets. Since 2012, clients have trusted us to lead complex change from strategy through implementation to live operation.
Clients Served
Since 2012, Capmark has delivered complex change for banks, investment firms and market institutions across the UK, US and Australia. Every engagement is led by senior practitioners and carried through to delivery.
Why Capmark
Advice and delivery in one accountable team.
Capmark brings senior advice and hands-on delivery together for financial institutions and energy markets.
Every engagement is led by senior practitioners, not a junior-heavy pyramid or generic delivery model. The people who advise on the change stay to deliver it, with no handoff between strategy and execution and no dilution of seniority once the work begins.
Since 2012, we have delivered for investment banks, asset managers, superannuation funds and market institutions across the UK, US and Australia.
That track record is why clients trust Capmark to lead highly scrutinised programmes and stay accountable for how they land.
What we do
From decision to live operation.
One senior team takes the work from board decision to working business outcome, across eight core capabilities.
Strategy & Transformation
Strategy, operating-model, growth, integration and divestment work shaped into a delivery path the institution can execute.
ExploreMarkets & Trading
Front-to-back change across trading, investment and treasury, spanning electronic execution, platforms, data, quantitative models, controls and post-trade.
ExploreAI & Automation
Practical AI use cases taken from idea to governed, production-ready workflows.
ExploreRisk & Compliance
Obligations, findings and control uplift turned into operating change that can be tested and evidenced.
ExploreTechnology & Data
Architecture, platform, infrastructure and data modernisation delivered safely into production.
ExploreOperations & Performance
Operating-model and process redesign that lowers cost, strengthens control and transitions into BAU.
ExploreTreasury & Finance
Treasury, liquidity and finance transformation across platforms, controls, reporting and governance.
ExploreDelivery & Change
Programme mobilisation, governance and delivery through testing, cutover, adoption and go-live.
ExploreClient results
Outcomes from complex change we have led.
Capital Markets · Operating Model · London · New York · India · Poland
Markets front office and operations transformation for a global investment bank
We helped redesign the Markets front office and operations operating model — moving trade capture into the front office with clean segregation of duties, standing up nine shared services and centres of excellence across client operations, trade control, margin and collateral, prime and agency derivatives, financing and treasury operations, and moving 100+ roles to lower-cost locations.
99.9%
Trades booked at the point of execution
9
Shared services and centres of excellence created
100+
Roles moved to lower-cost locations
Proof, not promises
Since 2012, for Tier 1 banks, asset managers and superannuation funds across the UK, US and Australia.
~$300m
Programme budgets directed by our principals across Tier 1 institutions
38 countries
One global client-onboarding and credit operating model delivered.
80+
Systems, platforms and venue integrations delivered.
AI & Automation
AI taken from idea to governed production.
In financial institutions and energy markets, AI only matters if it is governed, secure and deliverable.
We take AI from use case to controlled production: data readiness, governance, LLM-enabled workflows and integration into the business, risk and operational environment.
Explore AI & AutomationInsights
What we are working through with clients now.
Work with us
Bring us the change that has to be delivered, not just advised.
Speak with a Partner about the change you need delivered.
Join us
Where will your career take you?
Do work that matters, with people who will invest in your development. Explore what a career at Capmark could look like.