Capital Partners are delighted to be sharing their 25th anniversary year with our clients and our team. A team and business you can trust, with the track record to back it up. Uncover what has made our last 25 years so exceptional, as we look to achieve even more in the next 25!
On 1 July 1999, David Andrew reversed out his driveway to embark on a new adventure. All that existed of Capital Partners back then was a registered company, a securities licence, a laptop computer, a letterhead, and some business cards. Twenty-five years later we reflect with pride on our team and our wonderful client relationships.
David set out with a desire to do things differently – he was deeply convinced that Australians were having the wrong conversations about money. Less about product, price and performance, and more about
A significant development came in 2003 when Michael Matthews joined from Plan B Financial Services, and Chris King merged his business Affiniti Financial Consultants. The partnership between David, Michael and Chris has evolved and remains strong today.
Dissatisfied with the high costs and turnover rates of traditional fund managers, we sought a more systematic, lower-cost investment strategy. Inspired by the academic work of Eugene Fama and Ken French on asset-class investing we adopted an evidence-based investment approach, targeting consistent, reliable returns. This approach remains central to the Capital Partners investment philosophy and now has a twenty-year track record of delivering consistent results for our clients.
In 2015, our commitment to excellence led Capital Partners to become a founding member of the Global Association of Independent Advisors (GAIA) and at the time we were the only firm in Australia to hold the Centre for Fiduciary Excellence (CEFEX) mark, signifying the highest standard for investment fiduciaries worldwide.
Today, Capital Partners is a team of over 50 and the firm is substantially owned by Next-Gen owners.
- Capital Partners is founded by David Andrew in Perth, Western Australia.
- In January Michael Matthews joins as Partner from Plan B.
- Chris King merges his firm Affiniti Financial Consultants in July.
West Perth · Australia-wide
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