In this episode of the Adviser 3.0 podcast, Abraham Okusanya is joined by Alan Smith, Chief Client Officer at Capital Asset Management. As a founding force behind CAM’s client-first ethos, Alan shares practical wisdom on building a values-led business, embracing technology, and crafting a sustainable investment strategy.
A culture rooted in client care
Alan explains how Capital Asset Management has created a lasting cultural legacy by putting clients at the heart of every decision. Based in the wealth management capital of the world, London, the firm sets itself apart with a focus on real relationships, planning before products, and long-term client outcomes. This people-centred approach has become CAM’s defining feature.
Why culture is CAM’s competitive edge
While many firms compete on performance or pricing, Alan believes culture is the true differentiator. At Capital, this manifests in everything from adviser-client interactions to team development and business strategy. He explains how consistent client care and internal alignment have helped CAM thrive in a crowded market.
Vision for the future and the tech that will get us there
Alan also shares his vision for the future of Capital Asset Management, which includes deeper integration of planning software, streamlined communications, and intuitive client portals. He outlines his dream tech stack, emphasising ease of use, automation, and scalability.
Investing his own retirement money
In a revealing moment, Alan discusses how he personally invests for retirement. Unsurprisingly, his approach mirrors the principles he promotes professionally: diversified, low-cost, and evidence-based. It’s a powerful endorsement of the strategies he offers to clients.
Advice for those starting out in finance
For those entering the profession, Alan offers grounded, insightful advice: learn to listen, seek to serve, and surround yourself with people who challenge and inspire you. The finance profession is evolving, but the foundations of trust and empathy remain as vital as ever.
Listen in for leadership, insight and inspiration
This episode of Adviser 3.0 The Podcast is essential listening for financial planners interested in client experience, operational efficiency, and long-term success.
