What Capital Generation Partners does

Capital Generation Partners LLP ('CapGen') is a London-based wealth management firm operating as a limited liability partnership (registered number OC331835) from Berkeley Square House in Mayfair. Founded in 2007, the firm provides discretionary, advisory and value-add investment management services to ultra-high-net-worth individuals, families, trustees and family offices, typically with investable assets in excess of £15-50 million. CapGen is authorised and regulated by the UK Financial Conduct Authority (registration 474602) and is a Registered Investment Adviser with the US Securities and Exchange Commission.

The firm operates three core investment verticals: multi-asset Portfolio Management, Direct Investment (active ownership across the investment lifecycle from due diligence to exit), and Real Estate (commercial acquisition, management, development and exit). These are complemented by the Responsible Capital ESG-embedded programme (under which CapGen is a UNPRI signatory), and content offerings including the Talking Capital podcast and Summer Notes publication. The underlying platform combines dynamic asset allocation, proprietary quantitative analytics tools developed in-house, and formal committee governance (Investment, Asset Allocation, Client Portfolio, Risk and Responsible Capital committees).

CapGen generates revenue through investment management fees on assets under management, which have grown from $2.6 billion to $5.3 billion over five years. The firm targets Professional Clients and Eligible Counterparties under FCA definitions, distributes via direct relationship management (with a dedicated Client Development function working with trustees, consultants and family office executives), and differentiates on the combination of institutional rigour with family office-style personal service. The senior team and advisory committee draw heavily from BlackRock, Citigroup, Wellcome Trust, HM Treasury and other major institutions, which constitutes the firm's principal competitive moat.

Name

Capital Generation Partners

Legal name

Capital Generation Partners LLP

Website

https://capgenpartners.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Capital Generation Partners is a London-based, FCA-regulated wealth management firm serving ultra-high-net-worth individuals, families and family offices with multi-asset portfolio management, direct investment and real estate services, growing AUM from $2.6bn to $5.3bn over five years.

Ownership category

akta.pro rank

Headquarters

HQ city

Mayfair

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Management Services: Capital Generation Partners generates revenue through investment management services for ultra-high-net-worth clients, likely including management fees and potentially performance fees based on assets under management. The firm has grown AUM from $2.6 billion to $5.3 billion over five years.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Capital Generation Partners is a UK-based wealth management firm that delivers multi-asset investment management services to ultra-high-net-worth individuals, families, and family offices. Core offerings include discretionary and advisory portfolio management, direct investment support (from due diligence to exit), commercial real estate acquisition and asset management, and an ESG-embedded Responsible Capital investment programme. The firm combines institutional investment rigour with the personal service of a family office.

Product overview

Capital Generation Partners operates as a wealth management firm offering three core investment services: Portfolio Management (multi-asset investment strategies), Direct Investment (active ownership in private businesses), and Real Estate (commercial property acquisition and asset management). These are complemented by the Responsible Capital ESG-embedded investment program and client content services including the Talking Capital podcast and Summer Notes publications. The firm combines institutional rigour with family office-style personal service for ultra-high net worth individuals and families.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Multi-asset portfolio management services combining institutional rigour with personal family-office style service for high net worth clients. Includes discretionary, advisory and value-add investment solutions, portfolio construction, asset allocation and risk management.
• Direct Investment Active ownership in private businesses that clients believe in, providing guidance through the entire investment lifecycle from due diligence to management to exit.
• Real Estate Commercial real estate investment services covering acquisition, management, development and exit, with expertise in proactive asset management.
• Responsible Capital UNPRI-aligned ESG-embedded investment programme combining structural repeatable elements with dynamic discussion and innovation on environmental and social challenges, governed by a Responsible Capital Committee.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Weatherbys Private Bank: UK private bank and wealth manager serving HNW and UHNW individuals, families, and trusts with discretionary investment management and banking services. Similar boutique-private UHNW model.
• Rathbones Group: Major UK-listed wealth manager with ~£100B+ AUM serving private clients, trusts, and charities. Direct competitor for UHNW mandates in the UK, and recently hired CapGen's former long-tenured CIO, underlining the head-to-head talent and mandate competition.
• Stonehage Fleming: UK-headquartered multi-family office offering investment management, real estate, and family-office services to UHNW families globally. Closest comparable in combining institutional investment capability with full family-office service.
• LGT Vestra (LGT Wealth Management UK): UK wealth manager owned by the Liechtenstein princely family, serving private clients with discretionary and advisory multi-asset portfolios. Comparable boutique UHNW positioning, and a known prior employer of CapGen's credit research director.
• Hoare & Co. Private UK bank offering bespoke banking, investment management, and family-office services to UHNW individuals and families. Closely comparable niche private UHNW model with a long heritage.
• Investec Wealth & Investment UK: UK wealth management division of Investec serving HNW and UHNW clients with discretionary portfolio management, financial planning, and direct investment services. Overlaps with CapGen on UHNW discretionary mandates.
• JM Finn & Co: Independent UK wealth manager providing bespoke discretionary and advisory investment management to private clients and families. Comparable boutique scale, UK focus, and discretionary multi-asset model.
• Brown Shipley (EFG): UK private bank and wealth manager (now part of EFG) offering discretionary investment management, banking, and lending to HNW and UHNW clients. Competes for similar client pool with integrated banking-plus-investment offering.
• Cazenove Capital Management (Schroders Wealth Management): Schroders' UK private-client investment arm serving UHNW individuals, families, and charities with multi-asset discretionary and advisory mandates. Competes head-to-head for UK UHNW discretionary mandates.

Broad incumbents

• Coutts: Iconic UK private bank (part of NatWest Group) serving UHNW clients with banking, wealth management, and family-office services. Operates at much larger scale and broader scope than CapGen, but overlaps heavily in the UHNW segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/capgenpartners
• LinkedInlinkedin.com/company/capital-generation-partners

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capital Generation Partners