Adviser 3.0: The Podcast

Ep 3 - Alan Smith on his vision for the future, the importance of great tech and where he invests his money.

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In this episode, Abraham and Alan discuss the latest details on:

  • Capital Asset Management and Alan’s role as Chief Client Officer
  • How Capital Asset Management is distinguishing itself against other firms in London, being the wealth management capital of the world
  • Alan’s vision for the future of Capital Asset Management and what the next 5 years will involve
  • What Alan’s dream technology stack would look like
  • How Alan invests his retirement money
  • Advice to those starting out in their career in finance
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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