About us

Our founders Khaled, Charlotte and Ian talk about the CapGen journey so far.

Our story

When our three founding partners worked together on the buy side for a significant family office in Geneva, there was an industry perception that service lived in family offices, and investment excellence in institutions. The strategy that they devised for that family combined the two; finding outstanding investment talent and delivering the kind of service that only a firm dedicated to working with families could provide.

Who we help

We look after large pools of capital for families, endowments and individuals. We help clients who want to build portfolios that don’t just protect their capital, but put it to use. Together with our direct investment and real estate specialities, we help clients to create portfolios that are diverse, dynamic and built to last.

Good to know



We’re a partnership with no external shareholders. We think it’s the ideal model to keep us aligned with our clients’ interests for the long term.


Generalists and specialists

We’re a mixture of institutional backgrounds and other areas of expertise outside our industry. It keeps our thinking fresh.


We think like owners

Understanding life on the ‘buy’ side is a big part of what makes CapGen different. There are clients within the firm, and we manage each portfolio as if it were our own. We know what it feels like to own a family business and work through selling it, or to set up a family office and navigate the world of choosing investment strategies. We’ve been there, and we can help you find your own path.


Guaranteed independence

The background and circumstances of our founders means that acquisition isn’t on our agenda. Independence is at the heart of our offer, and it’ll stay that way.

Things we live by


Straight talking, bringing clarity to a complex world.


The basis of all great service.


Holding ourselves to the highest standards and brightest ideas.


Don’t just take our word for it…

Here is a selection of the awards we’ve won over the years.

We ask that your read our Awards disclaimer