Investment Platforms & Operating Models
Modernise portfolio, trading and investment operations platforms and the operating model around them.

Asset & Wealth Management
Improve operating leverage while supporting growth and service.
Overview
Scaling an investment or wealth business requires a clear view of service expectations, operating cost and the capacity behind them.
Capmark helps clients assess cost-to-serve, productivity and service performance across investment and client operations.
We connect that analysis with process and operating-model decisions, including sourcing, internalisation and the oversight needed for external provider arrangements.
What we do
We build the unit-cost baseline: what each function, product and client segment actually costs to run, measured on a method the business can repeat each quarter. The baseline turns cost debates into decisions, and it is the evidence every sourcing and redesign choice rests on.
We measure where the hours go across investment and client operations, separate genuine workload from rework and workarounds, and size the capacity the operating model can absorb. That shows whether growth needs more people or better process, function by function.
Processes are redesigned front to back so volume growth stops translating one-for-one into headcount: handoffs removed, exceptions handled once, routine steps automated where the case is proven. The gains are measured in the same unit costs the baseline established.
Service levels are defined for the services that matter, measured continuously, and managed through a standing rhythm of daily and weekly routines. Performance conversations then run on the same numbers everyone can see, internally and with providers.
Custodian lift-outs promise scale; internalisation promises control. The economics shift with size, asset mix and the state of your data, so we run the decision on measured unit costs, service evidence and data ownership — and deliver whichever answer holds, including the transition.
Outsourced operations still belong to the manager. We build the oversight model that makes an arrangement work: service measures with teeth, a governance rhythm that uses them, data ownership that survives any exit, and provider performance managed on evidence.
What to expect
The first weeks build the baseline: unit costs by function, service performance as it is actually experienced, and capacity against projected volumes. That produces a fact base the board can use and a sequenced improvement plan. From there, delivery runs through process redesign, service-model change or a sourcing transition, with benefits tracked into the run-rate each quarter. A Capmark partner is accountable end to end.
Establish the current state, the constraints, the risks and the value at stake.
Shape the target model and the business case with the executives who own the outcome.
Stand up the team, the plan and the governance around the outcome.
Design, build and test the change, with the business alongside.
Cutover, hypercare and handover, so the business runs it under its own control.
The same five stages on every engagement, led by senior practitioners end to end. How we work
Insights
Get in touch
Tell us what needs to change and where the pressure or risk is showing.