Born from their experience in a family office in Geneva, CapGen combines investment talent with family-focused service. The partnership model, with no external shareholders, ensures long-term alignment with clients’ interests. Their diverse backgrounds bring fresh thinking to portfolio management. CapGen’s commitment to independence, clarity, generosity, and performance guarantees tailored solutions, helping clients create diverse, dynamic, and enduring portfolios that protect and grow their capital.
About Capital Generation Partners
Capital Generation Partners, founded by Khaled, Charlotte, and Ian, offers investment services to families, endowments, and individuals. By maintaining a select number of important relationships, Capital Generation Partners ensures unprecedented investment thinking and fully tailored services.
Michel de Carvalho (Chairman), Khaled Said (Managing Partner), Ian Barnard (Founding Partner, CEO), Charlotte Thorne (Founding Partner), Mario Acquistapace (Investment Research Senior Associate), Richard Adams (Partner, COO and Compliance Officer), Hiroko Atherton (Partner, General Counsel), Ryan Blake (Client Solutions Associate Director), Leonardo Bortolotto (Investment Research Director), Sharon Chambers (Partner, CFO), Ross Davies (Partner, Head of Real Estate), Simon Dokmanovic (Investment Research Senior Associate), Anna Dumas (Communications, Associate Director), Clare Flanagan (Partner, Head of Client Development), Sarah Fromson (Chair of the Investment Committee), Jonathan Fry (Compliance Manager), Rob Hammond (Chief Technology Officer), Ben Hewetson (Director, Head of Direct Investments), Karim Khatoun (Direct Investments Senior Associate), Guy Leadbeater (Client Director), Kathryn Lloyd (Legal Counsel), Donald McFarlan (Portfolio Management Senior Associate), Galen Moore (Client Development Director), Quintin Price (Chair of the Asset Allocation Committee), Robert Sears (Partner, Chief Investment Officer), Dipankar Shewaram (Partner, Head of Investment Solutions), Dimitri Zenghelis (Chair of the Responsible Capital Committee)
What sets Capital Generation Partners apart
CapGen’s partnership model with no external shareholders ensures long-term alignment with clients’ interests. CapGen is committed to clarity, generosity, and performance, setting high standards and offering exceptional service in the investment industry.
In the media
In the media