Position

Partner

Founder

Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Family offices

Investment management

Client Types

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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