A consulting firm built around specialist expertise. — Capmark Advisory

A consulting firm built around specialist expertise.

Capmark Advisory is a management and technology consulting firm for financial institutions and energy markets. We bring together industry knowledge, strategic advice, technology capability and implementation experience to help clients make decisions and deliver change.

Capmark Advisory, who we are

Who we are

Expertise close to the client.

Our teams are formed around the work and the expertise it requires.

Clients work directly with experienced people who understand the relevant business, market or technology.

We bring together strategic advice, industry knowledge, technical capability and implementation experience, adding specialist skills where they create value.

That structure keeps us close to the client team, the decisions being made and the detail that determines whether an engagement succeeds.

Market perspective

Experience across the UK and Australia.

Our practitioners have worked across leading institutions and financial markets in the UK and Australia.

That gives clients access to perspectives on how comparable institutions are approaching technology, market structure, regulation and operating change.

We use those perspectives as inputs, not templates, and assess their relevance to the client's business.

Our team

People with industry and consulting experience.

Our practitioners combine consulting experience with roles inside financial institutions and market businesses. Their specialist knowledge informs the questions we ask, the advice we give and the way we work with client teams.

Sam Butt

Sam Butt

Founding Partner

Works with financial institutions on complex change across markets, technology and transformation, bringing experience from both industry and consulting to shape the response and oversee delivery.

Sam founded Capmark's consulting practice in London and has worked across capital markets, electronic trading, regulatory change and transformation for major financial institutions in the UK and Australia. He leads key client relationships and remains involved in shaping and overseeing Capmark engagements.

Umr Rasheed

Umr Rasheed

Managing Principal

Helps banks, wealth managers and energy companies make technology decisions that hold up in production, from solution design through build, testing and go-live

Technology and engineering specialist with more than twenty years across banking, wealth management and energy, including roles at ANZ and AGL. He helps clients make technology decisions that hold up in production, from solution design through build, testing and go-live.

Matthew Thomas

Matthew Thomas

Managing Principal

Works with institutions on problems that cross the front office, operations, technology and finance, risk and compliance functions, turning analysis into solutions they can implement

Senior adviser with more than 25 years across banking and financial services, with roles at Macquarie, Barclays, HSBC and Standard Chartered. He partners with executives to translate strategy into practical, implementable outcomes across regulatory change, risk and finance transformation.

Ian Burt

Ian Burt

Managing Principal

Treasury, finance and product control transformation for banks and asset managers, from platform and operating-model change to the P&L and financial-statement controls a board can rely on

Leads treasury, finance and product control transformation, with more than twenty years across banking and asset management, including senior roles at Barclays, BNP Paribas, Deutsche Bank and NAB. He delivers the operating model, processes, systems and controls behind the P&L, balance sheet and financial statements.

John Chan

John Chan

Managing Principal

Helps banks rebuild the finance and product control processes, data and controls behind the daily P&L and balance sheet, so finance keeps pace with the business it supports

Finance and product control transformation specialist with a background inside bank finance functions, having previously worked at Commonwealth Bank of Australia. He works with finance and product control teams to redesign the processes, data and controls behind the daily P&L and balance sheet — closing gaps between the front office and finance, and rebuilding control environments where they need to scale or move to new platforms.

Where we work

London. Sydney. Melbourne.

Our consulting practice began in London in 2012. Today, Capmark works from London, Sydney and Melbourne.

Our UK and Australian presence connects our practitioners with different institutions, market practices and approaches to business change.

Get in touch

Speak with a Partner.

Talk to us about your priorities and the expertise your business needs.