Position

CEO

Founder

Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment management

Investment strategy

ESG

Client Types

International UHNWs

Investors

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Ian Barnard

Spear’s Review

‘We always knew that the business and the investment strategy had a great deal of inbuilt resilience, but it’s one thing to know it and it’s another to see it in action,’ says Ian Barnard, co-founder and CEO of Capital Generation Partners

Known for his rigorous approach, Barnard has in-depth knowledge of the strategies at play in each fund. His firm manages the investment needs of the world’s wealthiest families, from portfolio management to direct private equity and commercial real estate.

The firm is also a signatory of UNPRI, embedding ESG into its investment framework. ‘Our role is to not lose capital, to compound capital and to do the right thing, which is why a philosophy of responsible investing and stewardship has always run through our business,’ says Barnard.

Rank: Recommended

Recommended 2023, UHNW Wealth Managers

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