Position

Managing Partner

Index

UHNW Wealth Managers

Location

London

Client Types

UHNW

Khaled Said

Spear's Review

Asked what he enjoys most about his job as managing partner of CapGen, 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,’ he tells Spear's.

The firm’s success, he adds, 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,’ he says. ‘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.’

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 Masters in History from Harvard and an MBA (Dean's List) from INSEAD.

Rank: Top Recommended

Top Recommended 2022, UHNW Wealth Managers

Phone

02075431500

Address

Berkeley Square House, London, W1J 6BX

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