Message from the Team

Welcome to a new and improved CapitalEdge Platform. 2020 has been a very successful year for the company, and we're proud to tell you all about it. We are very excited about what 2021 has in store for all of us. This will be a year of growth and new opportunities for everyone at CapitalEdge. We appreciate your continued commitment to the company and our growth. We are confident we can make this mutually rewarding.
By understanding, and embracing our clients' financial goals, project objectives, and vision, we will be able to build stronger and lasting relationships that will yield long-term results.
After spending several hours in our office, a client wrote to say that he’d been struck by the uniquely collaborative environment and how the willingness to share information bolstered our research efforts. He went on to say that our challenge as a firm is to convey these qualities to those who don’t know us, since asset managers often appear very similar on paper.
This note stuck with me, as I often think about how best to tell our story so that clients will understand what sets our firm apart and why it matters.
For me, it boils down to this: We combine the resources of a large, global, diversified multi-asset manager with the small-company feel of an independent, privately-held partnership.
We believe this combination serves our clients well. First, our scale and broad capabilities mean that we can address a wide range of investment needs and foster innovative solutions.
Secondly, our ownership model aligns our interests more closely with those of our clients and enables a longer-term perspective on our business. Most importantly, the glue that holds all of this together is our culture. We believe it is the sustainable competitive advantage of our firm, helping us to attract, retain, develop, and motivate great people.
The shared values of our culture include integrity, collegiality, learning, humility, a sense of humor, respect for diversity of thought, and an unyielding focus on our clients.
Our people are guided by the mantra, “client, firm, self,” and the result is a firmwide mandate to put forth our best efforts on behalf of our clients every day. If you talk to others at our firm, from the experienced veterans to the recent joiners, I believe you’ll hear similar perspectives — not because we’re reading from a script, but because we have chosen a distinctive path to serve our clients’ needs and it is deeply ingrained in everything we do.
We recognize the importance of the initiatives entrusted to us by our clients and we need to ensure we take special care to meet and exceed their business objectives. To achieve this we are always investing in our existing people, improving our culture and work environment through activities and initiatives.
CapitalEdge is committed to delivering excellence and aspiring to be the World‘s leading provider. We hope you enjoy using our updated and improved website and we look forward to your feedback so we can continuously improve this along the way.
Best wishes in 2021 from us all at CapitalEdge
Warm Regards,