Privacy Policy

Privacy Policy

Starting at :

$3,500

Service Value

Approach

A structured, data-driven approach to financial clarity and growth

We start by understanding your business model, financial structure, and growth objectives. Through detailed analysis, we identify inefficiencies, uncover opportunities, and develop a clear financial strategy aligned with your goals. Every step is designed to improve visibility, support better decision-making, and create a scalable foundation for long-term success.

Key Benefits

Clear insights, better decisions, and scalable financial performance

Our financial strategy helps you gain full visibility over performance, reduce operational inefficiencies, and improve forecasting accuracy. With structured systems and actionable insights, you can make confident decisions, optimize resources, and build a strong foundation for sustainable growth.

“Our expansion felt controlled, strategic, and efficient. The financial clarity we gained made scaling into new markets seamless.”

Olivia Chen

Director of Operations, MGTS Capel Diversified Opportunities Fund

+40%

Expanded into new regions

+$5.1M

Boosted business performance

“Our expansion felt controlled, strategic, and efficient. The financial clarity we gained made scaling into new markets seamless.”

Olivia Chen

Director of Operations, MGTS Capel Diversified Opportunities Fund

+40%

Expanded into new regions

+$5.1M

Boosted business performance

“Our expansion felt controlled, strategic, and efficient. The financial clarity we gained made scaling into new markets seamless.”

Olivia Chen

Director of Operations, MGTS Capel Diversified Opportunities Fund

+40%

Expanded into new regions

+$5.1M

Boosted business performance

Let’s talk about your goals

book a 20-minute consultation with our team.

Process

A clear path to results

Our approach is simple, structured, and focused on delivering measurable outcomes at every stage.

Step 01

Discover

We understand your business, goals, and financial challenges to build a strong strategic foundation.

Step 01

Discover

We understand your business, goals, and financial challenges to build a strong strategic foundation.

Step 01

Discover

We understand your business, goals, and financial challenges to build a strong strategic foundation.

Step 02

Analyze

We evaluate financial data, identify opportunities, and uncover risks to inform better decisions.

Step 02

Analyze

We evaluate financial data, identify opportunities, and uncover risks to inform better decisions.

Step 02

Analyze

We evaluate financial data, identify opportunities, and uncover risks to inform better decisions.

Step 03

Strategize

We create tailored financial plans aligned with your objectives and long-term growth direction.

Step 03

Strategize

We create tailored financial plans aligned with your objectives and long-term growth direction.

Step 03

Strategize

We create tailored financial plans aligned with your objectives and long-term growth direction.

Step 04

Execute

We implement strategies, monitor performance, and refine continuously for optimal results.

Step 04

Execute

We implement strategies, monitor performance, and refine continuously for optimal results.

Step 04

Execute

We implement strategies, monitor performance, and refine continuously for optimal results.

Ready to move forward?

Ready to move forward?

Start your project with a clear financial strategy today.

FAQ

Frequently Asked Questions

Find answers to common questions about our services, process, and pricing.

01

Who are the fund managers?

02

How do we manage risk?

03

What are the main risks investors should consider?

04

Are these UCITS with daily dealing?

05

How can Liquid Alternatives improve portfolio outcomes?

06

Where do Liquid Alternatives fit into a DFM or model portfolio?

07

Do the funds use leverage?

01

Who are the fund managers?

02

How do we manage risk?

03

What are the main risks investors should consider?

04

Are these UCITS with daily dealing?

05

How can Liquid Alternatives improve portfolio outcomes?

06

Where do Liquid Alternatives fit into a DFM or model portfolio?

07

Do the funds use leverage?

01

Who are the fund managers?

02

How do we manage risk?

03

What are the main risks investors should consider?

04

Are these UCITS with daily dealing?

05

How can Liquid Alternatives improve portfolio outcomes?

06

Where do Liquid Alternatives fit into a DFM or model portfolio?

07

Do the funds use leverage?
Still have questions?

Contact our team for more details.

Defined investing. Liquid Alternative solutions.

We partner with multi-asset investors to optimise risk and return outcomes that harness modern strategies across derivatives, alternatives and traditional assets.

Capel Asset Management Limited does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Capel Asset Management Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 1057826). Registered in England No. 17191384. Capel Asset Management is a registered UK trade mark (UK00004391487). Registered Office: Capel Asset Management, 20 North Audley Street, London, W1K 6WE.

© 2026 Capel Asset Management. All rights reserved.

Defined investing. Liquid Alternative solutions.

We partner with multi-asset investors to optimise risk and return outcomes that harness modern strategies across derivatives, alternatives and traditional assets.

Capel Asset Management Limited does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Capel Asset Management Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 1057826). Registered in England No. 17191384. Capel Asset Management is a registered UK trade mark (UK00004391487). Registered Office: Capel Asset Management, 20 North Audley Street, London, W1K 6WE.

© 2026 Capel Asset Management. All rights reserved.

Defined investing. Liquid Alternative solutions.

We partner with multi-asset investors to optimise risk and return outcomes that harness modern strategies across derivatives, alternatives and traditional assets.

Capel Asset Management Limited does not provide advice or make personal recommendations and investors are strongly urged to seek independent advice before investing. Prospective investors should be aware that capital is at risk and the value of their investment may go down as well as up. Any investment should only be made on the basis of the relevant product literature and your attention is drawn to the risk, fees and taxation factors contained therein. Tax treatment depends on individual circumstances of each investor and may be subject to change in the future. Past performance is not a reliable indicator of future performance. Capel Asset Management Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 1057826). Registered in England No. 17191384. Capel Asset Management is a registered UK trade mark (UK00004391487). Registered Office: Capel Asset Management, 20 North Audley Street, London, W1K 6WE.

© 2026 Capel Asset Management. All rights reserved.