KHALED SAID

CAPITAL GENERATION PARTNERS

Category
UHNW Wealth Managers
Company Size
Boutique
Phone number
0207 543 1500
Email address
info@capgenpartners.com

Having studied law at Oxford and history at Harvard, and with an MBA from INSEAD, Said is one of the best-qualified wealth managers in the country. But it’s his ability to understand his clients’ needs that sets him apart. Before co-founding Capital Generation Partners, the son of Syrian-born entrepreneur Wafic Saïd ran the investment operations of his own family office. ‘Having spent time on the buying side, I learned to think like an investor,’ he says. CapGen currently serves ten UHNW clients, divided between families and endowments. ‘We have a niche business providing highly bespoke services to this group, and we won’t dilute what we do by pooling smaller portfolios or cramming them into a one-size fits-all fund,’ says Said, who was voted Asset Manager of the Year for UHNWs at the Spear’s Wealth Management Awards in 2014. During the past year, the firm has invested in IT and systems to improve reporting. It has also developed a direct-deal advisory service, acting as a sounding board for clients. ‘We are not brokers in that process — we are advisers,’ says Said, ‘but when clients come to us with investment ideas and they want to have them analysed and scrutinised and someone to help them in the negotiation, then we do that.’ Said — who has no free time, partly thanks to three young children — thinks UHNWs are particularly ‘well suited’ for private equity investments. ‘If they are willing to commit to this space in terms of time, research and investment discipline, the long-term results are excellent.’

Khaled Said