CAPANALYSIS

Uncovering the truth behind your wealth management

Financial bodyguard & independent forensic expert

Uncovering the truth behind your wealth management

Two pillars

CAPAnalysis supports both proactive and reactive needs,
from long-term monitoring to litigation.

Portfolio Monitoring
& Mentorship

Consolidation and strategic oversight for
private portfolios.

  • Subscription oversight
  • Cost & performance analysis
  • Discretionary/Advisory portfolio audits
  • Suitability testing
  • Strategic education
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FORENSIC FINANCIAL
ANALYSIS

Trusted by courts and legal teams
since 2018

  • For high-stakes wealth disputes
  • Damage modelling
  • Benchmark reconstruction
  • Financial market exposure diagnostics
  • Legal support
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CAPAct.
The forensic core of
every investigation.

Behind every analysis, every model, and every strategic alert is
CAPAct: CAPAnalysis’ proprietary software for reconstructing
portfolios, diagnosing misalignment, and quantifying damage.

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Exposing conflicts, costs, and mismanagement
in investment portfolios.

Rebuilds full portfolio history, enabling analysis of evolving exposures, allocations, and decisions.
Reveals when advice served the bank – not the client. CAPAct compares selected products to independent options and quantifies the cost of conflicted selection.
Quantifies avoidable losses through comparison with properly constructed portfolios. Used in arbitration, litigation, and private settlements to demonstrate negligence, excessive risk, or unsuitable strategies.
Extracts and monitors all layers of cost, visible and hidden. It quantifies the real impact of fees, retrocessions, and product spreads over time, and determines whether a fund, product, or entire mandate justifies its cost.
Constructs precise, mandate-aligned benchmarks using currency-specific indices, risk levels, and real allocation logic showing not just how the portfolio performed, but how it should have performed.
Audits the execution layer checking that purchase and redemption prices align with market prices, coupons are paid when due and promised cash flows are honored. Flags discrepancies for deeper investigation.

The real risk isn’t underperformance, it’s misinformation

Wealth is more than portfolio value, it’s a reflection of trust, structure, and intent. When something feels off, it usually is.

CAPAnalysis uncovers the underlying reality of investment decisions: identifying misalignments and quantifying their financial impact. For clients, counsel, and family offices facing complexity, we deliver what the institutions won’t:

  • Impartial and unbiased analysis
  • Strategic leverage
  • Evidence that holds up under pressure