Starting in January of 2017, partners from The Netherlands, United States of America and Australia merged two firms to bring private wealth management, evidence based investing and estate planning services to the Global Citizen market.
With affiliate offices in Perth and Sydney, Australia as well as Dallas, Texas, U.S.A, The Capital Company looks after clients around the globe with cross-border tax and estate planning challenges.
The firm has grown to 16 staff members providing adviser support, customer servicing and administration support.
With the fundamental belief that “capitalism captures return” the partners created a new firm steeped in science and empirical evidence to manage portfolios. Building a firm with a true ethos behind investment methods and company culture for staff and clients alike.
Articulating the experiences all partners had from years of working for large institutions and their own businesses led them to identify six common principles central to creating a new private wealth management firm. This became The Capital Company Creed.
The Capital Company is an invitation to clients to live a calmer and educated financial life. These covenants have become the creed of the firm and exemplify the vision of a successful client relationship. Investing and managing relationships each require a carefully managed long-term plan. Implementing this plan and putting clients first has allowed us to create a business built on these values and principles.