About Us

"I have known Matt Mack for 15 years. Matt is an exceptional business developer that is much admired and respected in the fund management industry in EMEA. Capital-B has provided my business with accurate, specific, value-added feedback on what we do, and how we could do it better. Moreover, they get their message across with enthusiasm and tact, which vastly increases the likelihood of implementation. Quite simply: they have the ability to transform most any fund management business."

“We engaged Capital-B to refine our marketing message and review the distribution strategy of our global asset allocation fund. Matt and Charlotte immediately identified where and how we could improve. They expressed themselves very clearly and provided evidence for their conclusions. The team are excellent at articulating an investment and risk management process. This is allied to a clear sense of the commercial and structural imperatives that drive asset raising. Their relationships amongst asset allocators are deep and they are respected throughout the industry. Their fund raising track record is very impressive. I cannot recommend them highly enough.”

“I worked with Charlotte and Matt during my tenure as a Portfolio Manager at Old Mutual Global Investors.
I was very impressed by their professionalism and the quality and timeliness of their work. I was also quite taken by their ability to listen to feedback and incorporate this effectively into their output, a quality rarely seen in their line of business. I would definitively recommend their services and have every intention to use them in my next venture.”

“We brought in Capital-B to advise one of the boutiques in our portfolio where the performance was strong, but where help was needed to position the process and team more effectively to institutional investors. Matt and Charlotte were quick to identify which strategy should be brought to market in light of their knowledge of investor appetite and efficient product launch. They worked relentlessly with the management team to understand and articulate how the investment process made it not only successful, but repeatable and reliable. Within six months they had launched and seeded the strategy as a fund, for both institutional and retail investors.”

“We engaged Capital-B to help build out our distribution strategy from a largely reactive strategy into a proactive and sustainable strategy aligned with our aggressive growth objectives. Their structured approach allowed us to build strategic partnerships across multiple distribution channels that had previously been closed to us, with remarkable success. Capital-B has a unique combination of product and distribution experience, importantly combining these skills to ensure the products are optimally positioned, with a clear message and value proposition that resonates with the market. Capital-B was asked to review more specific projects such as funds viability, funds repositioning, portfolio manager training. The team has consistently produced the right tool for us, using their experience to provide the right foundation to move our business forward.”