I’m thrilled to announce that I’ve joined Capital Asset Management, bringing with me a blend of experience from both the largest and smallest companies in the wealth management sector.
My journey to this point has been anything but conventional. I started my career in the world of 5-star international hospitality, working across various countries and cultures. The fast-paced, client-focused nature of the industry shaped my understanding of exceptional service and relationship building—values that are just as essential in wealth management as they are in hospitality.
My interest in finance was sparked during the Covid-19 pandemic. While working in France, I was sent home, like many others, during lockdown. It was during this time that I discovered fractional share trading.
What began as a curious exploration of financial markets quickly turned into a passion for understanding how money and investments can be harnessed to build security and opportunity.
This interest led me to Tynemouth, Newcastle, where I had the privilege of learning under a small independent financial adviser who primarily worked with company owners and their families. Working in this close-knit environment gave me invaluable insight into the unique challenges and aspirations of business owners.
This understanding wasn’t just professional; it also resonated on a personal level. Coming from a third-generation family business in Yorkshire, I’ve seen first-hand how entrepreneurs think, adapt, and thrive through generations.
In 2023, I moved to London to take the next step in my career, joining one of the top five companies under the UK’s largest wealth management firm. This role offered me a broader perspective on the industry, and I was able to develop my skills working within a highly structured environment. Now, at Capital, I feel I’ve found the perfect balance—a firm that blends the tailored, relationship-driven ethos of a boutique adviser with the professionalism and ambition of a larger organisation.
What drew me to Capital was their focus on truly understanding clients as individuals. Whether it’s creating bespoke financial plans or addressing complex family business dynamics, Capital’s approach mirrors the values I’ve carried throughout my career. I’m excited to bring my diverse experiences to the team and to work with clients who are looking for clear, thoughtful guidance on building and protecting their wealth.
Outside of work, you’ll often find me covered in oil or clutching a spanner, indulging my love for classic cars. Whether I’m hanging on behind the wheel or fixing something underneath, it’s a hobby that keeps me grounded (and occasionally frustrated!). I live in Wandsworth with my girlfriend Lizzie, and we enjoy exploring everything London has to offer!
I’m looking forward to meeting Capital’s clients and becoming part of the incredible journey this firm has been on.
Here’s to new challenges, opportunities, and partnerships!”
Oli
