Company
Position
Partner
Founder
Index
UHNW Wealth Managers
Wealth Managers
Location
London
Advice type
Family offices
Investment management
Client type
Family offices
International UHNWs
Investors
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Charlotte Thorne
Spear’s Review
‘The challenge of keeping portfolios steady and working even more closely with clients to make sure everyone feels well advised has been bracing,’ says Charlotte Thorne, one of Capital Generation Partners’ three co-founders.
CapGen focuses on UHNW professional investors, and most clients are families – although charities and foundations are also catered for. Thorne has a background in financial policy, having spent several years at HM Treasury advising Chancellors on issues including corporation tax and pensions policy, before working in Brussels in the Diplomatic Service during the launch of the euro. She also spent two years as a European policy adviser at the Financial Services Authority.
Rank: Recommended
Recommended 2024, UHNW Wealth Managers
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