The 2021 Wealth Management Index is out now Find out more

Company

Capital Generation Partners

Index

UHNW Wealth Managers

Wealth Managers

Location

London, United Kingdom

Asset class

Equities

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Charlotte Thorne

Description

‘Covid has been horrible, but the challenge of keeping portfolios steady, working even more closely with clients to make sure everyone feels well advised, and moving a business from a physical office to a virtual one overnight has been bracing,’ says Charlotte Thorne, one of CapGen’s three co-founders. ‘At a certain age one might think one’s seen all the challenges, but this year has reminded us all not to get complacent.’

CapGen focuses on UHNW professional investors, and most clients are families – although charities and foundations are also catered for.

Thorne runs the mechanics of the firm, oversees client take-on and ensures complex client needs are married to service delivery.

Thorne designed and developed the firm’s discretionary platform and leads on the firm’s Responsible Wealth initiative, which includes becoming a UN PRI signatory earlier this year, embedding ESG into the investment process and ensuring business is conducted in the most environmentally friendly way possible.

A recurring theme among clients is a desire for highly detailed portfolio construction and a sophisticated, granular level of reporting, she notes.

Thorne has a background in financial policy, spending several years at HM Treasury advising Conservative and Labour 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 FSA.

Rank: Recommended

Recommended 2021, UHNW Wealth Managers

Email

charlotte.thorne@capgenpartners.com

Share on