Top Recommended UHNW Wealth Managers
‘We’ve got a little bit of a cult following now,’ the affable Khaled Said tells Spear’s across Zoom. CapGen sees itself as David up against Goliaths in the wealth management world. Indeed, its steady growth (it made three new partners at the beginning of the financial year) demonstrates a firm punching above its weight.
Said says he’s ‘very proud’ of how the firm has performed through the storm. ‘Clients want to see a pathway through a scenario,’ he says. ‘They know we can’t predict the future – that’s not our job – but we can present them with number of different scenarios, we can ascribe a probability to them and we can ascribe an outcome.’