About Us

Introduction

We offer both affluent individuals and institutions around the world a comprehensive range of advice and investment services. We use our combined expertise to help turn your financial vision into a reality.

With offices in over 45 markets on 5 continents, our size, strength and 150 year history helps us to achieve global reach, while our local knowledge means that we can offer a personal and bespoke service to meet all your needs, also we are engaged in crypto. Capitalelavate Limited offers a revolutionary investment model, a modern, maximally transparent, and affordable scheme for use by any cryptocurrency user around the world. If you already use digital currencies, it's time to generate a stable passive income in this area. Using the financial products of our company, you can easily receive profit after the term of investment has expired. While attracting investments, Capitalelavate Limited implements dozens of projects related to the organization of processes of cryptocurrency mining and electronic currency trading through popular online exchanges.

The inflow of funds provides a non-stop process of the company's earnings, which is evenly distributed among investors depending on the size of their deposits.

What are your goals?

Whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. Choose your destination and we’ll draw the map.

We deal a lot in numbers. But numbers are nothing without people. Every success we have is made possible only by the talent, experience and drive of the over 70,000 employees that make up our firm.

Three experts, two mandates, one firm

Our strength as an institution relies on the expertise of our people. And together, they can do so much more – from strengthening our portfolio to making the world a little more sustainable.

Ten years ago, being an environmentally conscious investor could be a difficult task. If you didn't want to support certain activities or products, you had one easily accessible option – to not invest in companies known to be involved. Fortunately, the world is changing and so are investors' options. Three Capitalelavate experts discuss how partnering together and with clients can yield better results.

Core Team

James Purcell is head of Sustainable and Impact Investments in our Global Wealth Management (GWM) Chief Investment Office. Christopher Greenwald is head of Sustainable and Impact Investing Research in Asset Management. Martin Tobler is head of Client Investment Specialists for Ultra High Net Worth Discretionary within GWM Investment Platforms and Solutions.

What this means is that they each have different ways of looking at a challenge – James designs private clients' portfolios and methodologies for sustainable and impact investing, Christopher focuses on the integration of sustainability in portfolios for institutional clients, and Martin tailors’ discretionary investment solutions based on clients' needs and investment guidelines. Separately, each is an expert in his field. Together, they can do much more.

A Global Family Office client approached us with very specific exclusion criteria for sustainable investments," recalls Martin. "However, such exclusions are difficult to guarantee when using third-party funds because the strategy of each fund manager may not align perfectly with each individual client’s request."

James explains further that while adopting an exclusionary approach is a good way to align values to a portfolio, "It's not so useful if you want to change the world around you because merely excluding companies won't change their behavior."

Owning shares, however, and using this influence to engage with management, collaboratively helping to improve practices, grow business, and attract new shareholders and clients – this will ensure investments have more impact. So instead of exclusion, they discussed with the client the value of an engagement approach.

"We encourage companies to improve on material sustainability factors that have positive impacts on the environment, society and companies' bottom lines," says Christopher. "By designing a strategic engagement strategy aligned with the investment goals, we can demonstrate both financial and sustainability impacts and thereby the additional benefits of active investments in public equities.

The client wanted to know more about fund activity so James and Martin prepared material showing some of the projects that the World Bank was actively involved in, which included the allocation of World Bank bonds as well as some of the newly issued green bond projects that were reducing water usage and CO2 emissions.

"This offering would not have been possible two or three years ago," comments James. "Because some of the financial market elements such as green bonds would not actually have had the depth of liquidity to make this possible."

In the end, the client, realizing the sustainability potential, was interested in the type of engagement suggested. Not only were two mandates opened (more than originally intended), but the deep client dialogue helped make the entire Capitalelavate offering better as understanding this client's needs translated into improvements to the way we communicate after any client invests in an sustainable investing mandate.

Capitalelavate Wealth Management Americas App

Our wealth management clients in the Americas can now benefit from an innovative banking app that allows them to set personalized and tailored investment and savings goals. The app also features the option to receive portfolio diagnostics and tailored investment proposals as well as personal financial advisor support. This all serves to facilitate the achievement of the set objectives. In addition, financial advisors can leverage social media to engage with clients and prospects in a more meaningful and differentiating way.

Wealth Management Online

Wealth Management Online is a digital offering for clients with a Capitalelavate investment solution, fully integrated in Capitalelavate Mobile Banking and available for desktop and mobile devices. The content is tailored to clients' underlying investment solutions. Clients benefit from up-to-date portfolio-quality information and notification thereof, and direct execution of investment proposals to optimize the portfolio quality. The hybrid servicing model offers the possibility to involve the client advisor for further advice at any stage.