Capital Generation Partners

Charlotte Thorne sat down with Yuri Bender for Professional Wealth Management (PWM)'s latest Tea Break video series to discuss investing in real estate & infrastructure and family office recruitment.

We were delighted to host a lunch at our offices in Berkeley Square yesterday, where Charlotte Thorne, Founding Partner, and Ross Davies, Head of Real Estate, discussed the opportunities for families and the challenges for advisers in managing commercial real estate portfolios in the current environment. Many thanks to everyone who joined us and shared their insights.

"As long-term investors, it’s crucial we distinguish noise, or short-term volatility, from what really matters: signals, or directional moves in markets." In our latest Quarterly Notes on Investing, we consider volatility in light of the recent market turbulence over the summer.

Charlotte Thorne features in the latest issue of ThoughtLeaders4 Private Client Magazine, where she shares her step-by-step guide to how the next gen can become responsible stewards of their family's wealth. You can read the full issue here: https://lnkd.in/ebKQJpEm

Congratulations to Ian Barnard who has been featured in the 2024 Spear's Power List, a Spear's Magazine annual listing of their top 100 most influential people in the world of private wealth. #SpearsIndex View our awards disclaimer here: https://lnkd.in/eYWrQv5R

Congratulations to Charlotte Thorne who has been shortlisted for Role Model of the Year, as well as Sustainable & ESG Investment Woman of the Year, at Investment Week's Women in Investment Awards 2024. View our awards disclaimer here: https://lnkd.in/eYWrQv5R

We were delighted to host two lunches last week in Geneva and Zurich, where Ian Barnard, CEO, and Robert Sears, CIO, discussed our view on the current market environment and our current positioning. Many thanks to everyone who joined us, shared their insights, and made the events such a success.

In this Private Equity special episode of our Talking Capital podcast, Ian Barnard is joined by Enrica Dacomo to discuss the characteristics of a good manager and how to find, assess and access top managers. You can listen and subscribe here: https://lnkd.in/eigmgCdV

“If carefully selected, pooled vehicles can help investors get access to otherwise inaccessible funds. And the best performers can provide a powerful fillip to a portfolio. But this asset class is only suitable for some investors [who can deal with illiquidity and lack of visibility].” Charlotte Thorne discusses the pros and cons of private markets for investors with Professional Wealth Management (PWM).

Congratulations to Khaled Said who has been shortlisted for UHNW Wealth Manager of the Year at the 2024 Spear's Magazine Awards. To view the full shortlist, visit: https://lnkd.in/dvrFAKse View our awards disclaimer here: https://lnkd.in/eYWrQv5R