Fee pressure keeps tightening the margin
Passive growth, institutional fee negotiation and distribution economics keep pressure on cost-to-serve and operating leverage.
Asset & Wealth Management
Capmark helps asset and wealth managers modernise investment platforms, adviser and client channels, private-markets capability, data and scalable operations.
Our experience and impact
Evidence of Asset & Wealth Management delivered.
58%
Fewer reconciliation breaks delivered through one wealth operating model
Delivered on the private-wealth revenue, fee and funds-management operating model rebuild.
Asset and wealth managers are being asked to scale while margins tighten. At the same time, private markets, adviser platforms, client channels and investment operations are becoming more complex.
The operating model has to support both listed and private assets, both institutional and adviser-led distribution, and both cost discipline and better service.
Capmark helps managers select, implement and migrate platforms, redesign operating models, strengthen data and reporting, and decide sourcing on evidence. The same senior team advises on the decision and delivers the change into live operation.
What is changing
Three forces on the manager.
Private markets are part of the core book
Private credit, private equity and real assets bring valuation, capital-call, document-data, investor-register and reporting needs that many listed-asset platforms were not designed for.
The sourcing question is open again
Middle-office outsourcing can bring scale; internalisation can bring control. The right answer depends on unit cost, service quality, asset mix and data ownership.
How we can help
Where we rebuild the platform.
Five capabilities cover the manager from investment platform to client channel, private markets, data and service performance.
Client results
Proven in the work, not the pitch.
The client results most relevant to Asset & Wealth Management — the problem, what we did, and the outcome.
Asset & Wealth Management · Operating Model
Revenue, fee and funds management operating model rebuilt for Australia's leading private wealth manager
Australia's Leading Private Wealth Manager · Revenue, Fees & Funds Management
The wealth manager partnered with us to uplift its operating model across all revenue: advice fees, commissions and funds management, integrating a third-party advice wrap platform, implementing aspects of Iress and updating the ledgers beneath them.
- All revenue
- Fees, commissions & funds management
- Wrap + Iress
- Platforms integrated
- Ledgers
- Updated and reconciled
- To production
- Full test lifecycle delivered
Read the case study
Asset & Wealth Management · Financial Crime
Financial-crime controls rebuilt for the world's largest alternative asset manager
The World's Largest Alternative Asset Manager · Financial Crime Transformation
The firm partnered with us to convert regulatory findings on AML control deficiencies into a resilient financial-crime framework: customer risk assessment, screening, enhanced due diligence and AI-assisted alert reduction, remediated to completion under independent scrutiny.
- 5
- Interlocking initiatives directed
- AI/ML
- Screening false positives reduced
- 2 clouds
- Azure and AWS delivery
- Evidenced
- To independent monitors
Read the case study
Our Asset & Wealth Management insights
Practical thinking from people who have delivered the work.
Get in touch
Speak with a Partner about Asset & Wealth Management.
From a one-month gap analysis to a multi-year programme, we engage at the stage that fits.