CHARLOTTE THORNE

CAPITAL GENERATION PARTNERS

City
London
Category
UHNW Wealth Managers
Company Size
Boutique
Phone number
+44 (0)20 7543 1500
Email address
info@capgenpartners.com

When Spear’s caught up with Charlotte Thorne – one of three co-founders of the superb Berkeley Square boutique – she was in ebullient mood and excited about the direction of the firm. ‘We have recruited new senior team members in real estate and direct investing, in response to client demand. Clients continue to be interested in real estate and in appropriately managed direct investments,’ she says. Thorne is also mindful that the firm needs to come up with inventive solutions: the firm was founded out of a perceived gap in the market out of the Saïd Family Office. ‘Our clients are all professional investors, usually families, but we also work with charities and other endowments,’ explains Thorne. ‘What links our clients is that they want exceptional service and detailed portfolio construction – they are not interested in off the shelf products and the salesdriven part of the industry.’ It’s been an illustrious career for Thorne, who worked at HM Treasury, advising Conservative and Labour chancellors on corporation tax and pensions policy before working in the Diplomatic Service during the launch of the Euro. CapGen is distinguished by its knowledge of the needs of UHNW families. ‘What links our clients is that they want exceptional service and detailed portfolio construction,’ she says. And it’s certainly working: Michel de Carvalho recently joined the firm as chairman.

Charlotte Thorne
Tagged on: