Capital Generation Partners

Who we are

Capital Generation Partners (CapGen) is an investment management firm specialising in working with wealthy families, charities and endowments. The proposition is built to fulfil the full spectrum of institutional client needs, from sophisticated investment strategies to reporting across multiple jurisdictions, currencies and structures.

It was established in 2006 by the three founding partners; Khaled Said, Charlotte Thorne and Ian Barnard. This team had worked together advising on the investment of a single family's endowment and their decision to establish an independent firm providing investment services to similar portfolios was informed by their experience on the buy-side.

CapGen is based in London serving a global client base.

What we do

We know that the key to managing wealth over the long term is to protect capital in all environments and to compound returns over time. In order to achieve those goals, we operate with an unconstrained approach; asset allocation is dynamic, manager selection is concentrated and our investment decisions are backed by deep conviction. We construct a unique portfolio for each client built entirely around their needs, with every position individually selected to fit their requirements.

When clients first come to us we spend time understanding their precise structuring and investment requirements and we construct both a portfolio and a service around that. Our approach means that we can accommodate a range of different

requirements from asset allocation tilts to complex investment structures and from multiple reporting lines to client preferences over communication and meeting attendance.

Our experienced team is constantly looking for investment opportunities to bring to our clients - we review hundreds of fund and direct investment ideas each year from the biggest names to the most niche, across both public and private markets. This means our clients have access to the very best quality funds globally, across all asset classes and structures. Our extensive experience in the market means we have been able to structure some exceptional deals for our clients in all parts of their portfolio, from preferential terms for our clients in some of the world's most compelling hedge funds to client allocations in top-decile private equity funds where capacity is typically unavailable. This comes as a result of our extensive relationships in the industry and our reputation as thoughtful, long term investors.