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CAPITAL HARBOUR FINANCIAL CONSULTING
Our Foundations

Sovereign Focus, Trusted Advisors

Established by senior banking partners with a mission to deliver objective capital stewardship without corporate sales quotas.

Our Philosophy

Empowering clients with structural financial clarity and absolute resilience

Capital Harbour is an independent firm. We are not beholden to corporate banking quotas, proprietary investment products, or sales commission kickbacks. Because our advice is structured purely under direct fee covenants, our objectives align entirely with yours: capital preservation, tax mitigation, and robust risk shielding.

Our core client relationships span family estates, corporate scale-ups, and alternative investment funds across continental Europe, London, and primary offshore domiciles. We maintain direct, small-scale operational partner portfolios, ensuring you receive unmatched direct attention from accredited advisors.

Our Core Covenants

  • ✓ Objective Fiduciary Integrity Our advisory acts strictly in a fiduciary position. Your goals dictate every capital recommendation.
  • ✓ Absolute Discretion Preserved Multi-layered client data protection, sovereign trusts, and legal non-disclosure templates.
  • ✓ Mathematical Risk modeling Refinement of portfolios through deep macro simulations, shielding assets during market stress events.
CFA MEMBER · TEP REGISTERED · FINRA COMPLIANT
Partners

Our Senior Stewardship

Liaise directly with accredited practitioners holding decades of institutional boardroom history.

Marcus Vance
Marcus Vance, CFA Managing Partner & Co-Founder

Marcus has over 23 years of institutional finance experience, previously serving as Managing Director of Global Private Wealth at a major Swiss investment bank.

  • • Chartered Financial Analyst (CFA)
  • • M.S. mathematical Finance, Oxford University
m.vance@capitalharbour.com →
Eleanor Sterling
Eleanor Sterling, TEP Head of Wealth & Family Office

Eleanor specializes in cross-border wealth preservation and trust administration, advising ultra-high-net-worth families on multi-jurisdictional estate planning.

  • • Trust and Estate Practitioner (TEP)
  • • L.L.M. International Taxation, NYU Law
e.sterling@capitalharbour.com →
Devon Takahashi
Devon Takahashi Director of Corporate Advisory

Devon guides medium-to-large enterprises through raising institutional capital, structured leverage, and exit transitions.

  • • B.S. Economics, Wharton School
  • • Former Senior M&A Lead, Goldman Sachs
d.takahashi@capitalharbour.com →
Credibility Compliance

AFFILIATED MEMBERS AND ACCREDITING COVENANTS

CFA institute member
STEP trust association
FINRA regulatory code
SEC registered compliance