Spear’s Review

When asked what he enjoys most about his job as managing partner of Capital Generation Partners, Khaled Said has a simple answer: ‘I work with an amazing group of people who are not only highly talented investors, but who really care about what we do for clients.’

The firm’s success, he tells Spear’s, lies in its ability to combine traditional practice with more entrepreneurial insights. ‘When we set up this firm, there was a pervading myth that the best investors worked only in megalithic institutions, and clients had to accept being just another number on a long list.

‘Now, clients know that they don’t need to make that trade-off, and that serious talent is drawn to the kind of dynamism you get in independent firms.’

In 2025, Khaled was shortlisted for the Spear’s Award for UHNW Wealth Manager of the Year. 

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Adviser Profile

Khaled is managing partner, and one of the three founding partners, at CapGen. Having managed his own family money, Khaled is an experienced investor and has particular insight into the problems families face when trying to get the best from the investment management industry.

Khaled chairs the client portfolio committee, which is tasked with making the final decisions on the content of client portfolios, and sits on the asset allocation, investment and risk committees. Khaled started his career as a strategy consultant at Bain & Company, where he specialised in private equity.

He has a degree in law from Oxford University, a master’s in history from Harvard and an MBA (dean’s list) from INSEAD.