We are delighted to share that CapGen has been honoured with the 'Private Investment Office' award for the sixth year at the WealthBriefing European Awards 2026. These awards celebrate excellence and innovation across the European wealth management industry, and we are proud to be recognised once again. View our awards disclaimer here: https://lnkd.in/eYWrQv5R
About us
Capital Generation Partners (CapGen) is a private investment office that delivers investment portfolios to families, trusts and endowments. The firm acts as the owner’s representative – we think like investors, on behalf of our clients. As a firm we are committed to staying focused on a select number of important relationships; this allows us to provide clients with exceptional investment thinking and a completely bespoke service.
- Website
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http://www.capgenpartners.com
External link for Capital Generation Partners
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- London, Greater London
- Type
- Partnership
- Founded
- 2007
Locations
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Primary
Get directions
Berkeley Square House
Berkeley Square
London, Greater London W1J 6BX, GB
Employees at Capital Generation Partners
Updates
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We were delighted to host a Private Equity Lunch at our offices this afternoon. With the question of allocating to private equity at the forefront of many client conversations, Khaled Said and Charlotte Thorne led a discussion on how the private equity market has evolved in recent years, and the growing importance of a taking a specialised and thoughtful approach for accessing opportunities. Thank you to everyone who joined us and shared their insights.
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In the latest episode of our Talking Capital podcast, Ian Barnard is joined by Quintin Price, Chair of our Asset Allocation Committee, and Donald McFarlan, Portfolio Management Director, to discuss the investment implications of the conflict in Iran; from what has happened and how markets have reacted, to what this means for portfolios and the longer‑term considerations for asset allocation. You can listen and subscribe here: https://lnkd.in/eigmgCdV
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"Investment itself is often not the most impactful thing we do for clients... Good performance gives us the right to be in the room and to solve other problems which can be harder to solve, whether they are related to a complex structuring issue or a challenge over succession.” Charlotte Thorne shares her insights in this article for Professional Wealth Management (PWM) by Elisa Battaglia Trovato, exploring what families truly value in their advisers. Read more: https://lnkd.in/eM-jD3pz https://lnkd.in/eSQw88-e
Family offices are often seen as vehicles to manage wealth, beat markets and access private equity. The reality is more nuanced. For many, higher returns are not the priority. Most families already have more capital than they are likely to spend. The challenge is stewarding wealth across generations without distorting purpose, straining relationships or eroding self-respect. Elisa Battaglia Trovato writes up a roundtable hosted by PWM Read more: https://lnkd.in/eM-jD3pz With comments from Nancy Curtin at AlTi Tiedemann Global Adam Wethered from Wren Investment Office Alice Wang, CFA, LTCL Alina Lazarescu - Abboud Max Thowless-Reeves from SORBUS PARTNERS LLP Charlotte Thorne from Capital Generation Partners William Laxton from Mactaggart Family & Partners Leyla Khosrowshahi and Matthew Fleming at Stonehage Fleming
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In the latest episode of our Talking Capital podcast, Ian Barnard is joined by Kate Russell, Managing Director of Tellus Natural Capital Ltd and Dimitri Zenghelis, Chair of our Responsible Capital Committee, to discuss the importance of natural capital and how to incorporate it into the economic system, the role of technology in measuring ecosystems, and the UK's progress in this area. You can listen and subscribe here: https://lnkd.in/eigmgCdV
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"Clients can come to us knowing that it’s the three founding partners who direct the firm, and with Khaled being a wealth owner, we understand what that journey looks like. Our independence is a core part of our identity." Charlotte Thorne shares her perspective on family wealth management and the role of real estate in portfolios today in her interview with The Executive Magazine. Read the interview here: https://lnkd.in/eewFuWgn
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“Families tend to prize loyalty very highly and I think they fear that if they poached an adviser from a rival family office, that adviser could in turn be poached from under their noses by another family. And this would leave them feeling very exposed.” Charlotte Thorne shares her insights in an article for Professional Wealth Management (PWM) by Yuri Bender, on why family advisers must maintain objectivity and avoid “mob rule”. Read more: https://lnkd.in/d87NuDAx
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This morning, our CFO Sharon Chambers hosted Richard Webber from Ink Recruitment's latest FCFO Roundtable here at our London offices, bringing together female CFO's to share their experiences and perspectives. The group discussed the current challenges of AI in finance, how to effectively adopt new technology, and navigating organisational structures and group dynamics. Thank you to everyone who joined and shared their insights.
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"Both countries face significant hurdles, yet our view is that the US is likely to remain the world’s pre‑eminent power over the next 25 years as China faces serious demographic and economic challenges." Ian Barnard considers whether China will ever overtake the US in his piece for Professional Wealth Management (PWM). Read the article here: https://lnkd.in/eSmyPFKH
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“It was great to be part of an environment where everyone supported each other, and no one was ever too busy to help.” Olivia Hickman, an Economics and Management graduate from Oxford University, joined us for a three-week internship through the charity GAIN UK (Girls Are Investors). We asked Olivia to share her reflections on her time with CapGen and her advice for other prospective interns on how to approach the experience. Read her interview here: https://lnkd.in/euR-6Ntn