Capital 3PM has created a suite of non-market correlated fixed-income opportunities that are exclusively distributed across 48 different countries. Their investments are designed for high net-worth and sophisticated clients who are looking to diversify their portfolio thus providing a hedge for those who are exposed to the equity markets and other more volatile sectors.
Adam Davis, the founder and managing partner of Capital 3PM, has recently been nominated as one of the Middle East’s 10 Most Influential Business Leaders of 2024. In an exclusive interview, we had the opportunity to speak with Adam Davis about his journey in the fixed income industry. The following are excerpts from our conversation.
- Can you share with us the journey that led you to establish Capital 3PM, and what inspired you to focus on placing international investments into the UK market?
The journey to establish Capital 3PM began with the goal of creating a comprehensive capital raising advisory business that covered both the sell side and the buy side. On the sell side, institutions engage with us to assist them in their capital raising objectives, which can range from straightforward fund raises for their investment products to providing creative input for redesigning their marketing materials. On the buy side, we introduce well-screened and researched alternative, non-market correlated opportunities to private clients.
We were approached by institutions already successfully raising funds in certain regions but needing assistance in other parts of the world. With decades of experience engaging with Sovereign Wealth Funds, Private Family Offices, listed Real Estate Funds, and private Wealth Managers, my partners and I believed we could offer a valuable resource for entities looking to raise funds internationally.
Over the past eight years, Capital 3PM has evolved and become renowned for our ability to raise capital across the international space. We now specifically focus on UK Fixed Income Institutions working with some of the world’s largest organizations. Our clients view us as an integral part of their capital flow processes, which has solidified our reputation in the industry.
- As the Managing Partner and Founder of Capital 3PM, what do you consider to be your most significant achievement or milestone thus far, and why?
One of the most significant achievements for me as the Managing Partner and Founder of Capital 3PM has been successfully establishing our reputation as a trusted and effective capital raising advisory firm on a global scale by securing and maintaining partnerships with some of the world’s largest organizations and UK Fixed Income Institutions.
This achievement is significant because it validates our approach and demonstrates our capability to deliver results in a highly competitive market. It also highlights our commitment to providing well-screened, non-market correlated investment opportunities to our clients, which has been a cornerstone of our service offering. By consistently meeting and exceeding the expectations of our clients, we have solidified our position as an integral part of their capital raising strategies, ensuring sustained growth and success for both our clients and Capital 3PM.
In addition to our accomplishments in establishing Capital 3PM as a trusted capital raising advisory firm, I am particularly proud of the recognition we have received from the industry. In 2021, we were honored to receive the prestigious award for the “Best Fixed Income Investment Advisory Firm” by the International Investor Magazine. This accolade underscores our commitment to excellence and our dedication to providing top-notch services to our clients.
Furthermore, our dedication to ethical practices and sustainable investments was acknowledged in 2022 when we were awarded the “Best Ethical Fixed Income Investment UAE” award. This recognition, voted by our investors and partners and presented by the International Business Magazine UAE, highlights our efforts to promote responsible investing.
These awards serve as a testament to the hard work and dedication of the entire Capital 3PM team and reaffirm our position as a leader in the field of fixed income investment advisory, both locally and internationally.
- Could you provide an overview of the services offered by Capital 3PM?
Since 2003, Capital 3PM has introduced institutions and high net worth individuals to secured, asset-backed or insured fixed income concepts. We offer our clients access to an unparalleled suite of fixed-income loan notes and corporate bonds. Capital 3PM has over two decades of experience in the global investment space, managing an established client base of both institutional and retail investors.
All our fixed income partners are UK-based with decades of expertise in their respective sectors. Even during the global pandemic, they have proven that their operating model and corporate structures have remained robust during the ongoing global uncertainties we continue to face.
What we do
Capital 3PM Fixed income because…
- We offer short-dated instruments, typically 12 or 24 months
- Return profiles ranging from 8-12% in GBP, USD & EUR
- Income paid either quarterly, semi-annual or deferred
- GBP base currency with USD hedged and EUR hedged options
- Security in the form of first legal charges, debentures and/or A-rated, Lloyds of London insurance backed
An alternative to investments that rely on the performance of financial markets, our fixed-income products are non-market correlated – providing stability during times of market turbulence and rising inflation.
- Given the dynamic nature of the investment landscape, how do you stay ahead of the curve and adapt to changing market conditions to ensure the success of your clients’ investments?
In navigating the dynamic investment landscape, staying ahead of the curve and adapting to changing market conditions are paramount to ensuring the success of our clients’ investments. At Capital 3PM, we understand the challenges posed by market volatility, global uncertainties, and the evolving preferences of investors.
The unpredictability of the market, coupled with unwelcome surprises in the crypto space and blue -chip companies in the last 2 years, and global political instability, has left investors feeling nervous and indecisive, regardless of their risk appetite.
Amidst this backdrop, Capital 3PM has been quietly expanding its private client investor base, attracting individuals who have been affected by recent market events. We have also cultivated partnerships with some of the world’s most successful private wealth managers, who now recognize the value of fixed income investments and are referring their clients to us for a larger allocation in this space.
Our investment products have become increasingly appealing, especially in contrast to the volatility of traditional markets. Investors who were previously hesitant in 2020 are now taking action, reducing their exposure to volatile assets and choosing to invest with us. We understand that investing is a personal decision, and we patiently await investors to approach us when the time is right for them.
To ensure the success of our clients’ investments, we remain vigilant, continuously monitoring market conditions, and adapting our strategies accordingly. By staying informed, leveraging our expertise, and prioritizing the needs of our clients, we are committed to delivering consistent returns and value in an ever-changing investment landscape.
- Could you share some insights into your typical day-to-day responsibilities as the Managing Partner of Capital 3PM, as well as the key principles that guide your leadership style?
As the Managing Partner of Capital 3PM, my typical day-to-day responsibilities are as dynamic and diverse as the global landscape we operate in. With investors spanning across 48 different countries, our operations are truly international, requiring constant coordination and communication across various time zones.
Each day brings new challenges and opportunities. From waking up in Dubai to emails pouring in from our advisors in Asia, to closing the day with ongoing operations in the UK, there is never a typical day at Capital 3PM.
I am constantly on the move, traveling to different regions, forging new networks, and promoting our investment products. Whether it’s attending events in Europe or meeting advisors in Asia, our days are filled with excitement and unpredictability.
At Capital 3PM, our focus remains on delivering value to our clients and providing them with safe and stable investment options. In a financial landscape marked by volatility and uncertainty, our investments offer a sense of security and peace of mind. While we cannot predict the future, we are confident that our products will continue to provide fixed income and stable returns for our clients’ portfolios.
- Lastly, what are your vision and future plans for Capital 3PM? Additionally, could you share any personal goals you have set for yourself as a business leader, and what message would you like to convey to aspiring leaders in the industry?
Looking ahead, our vision for Capital 3PM is rooted in continued growth, innovation, and excellence in the field of capital raising services. We aim to further expand our global footprint, reaching new markets and forging stronger partnerships with institutions and investors worldwide. Our goal is to remain at the forefront of the industry, providing our clients with unparalleled expertise and opportunities for sustainable investment growth.
In terms of future plans, we are committed to enhancing our product offerings and staying abreast of market trends to ensure that we continue to deliver value and meet the evolving needs of our clients.
On a personal level, as a business leader, I have set ambitious goals for myself, including fostering a culture of collaboration, innovation, and excellence within our organization. I strive to lead by example, empowering my team members to reach their full potential and driving positive change in the industry.
To aspiring leaders in the industry, I would like to convey a message of perseverance, passion, and integrity. Success in this field requires dedication, hard work, and a commitment to continuous learning and improvement. Embrace challenges as opportunities for growth, stay true to your values, and always prioritize the needs and interests of your clients. By leading with integrity and vision, you can inspire others and make a meaningful impact in the world of finance and beyond.
