Top Recommended UHNW Wealth Managers
Having studied law at Oxford and history at Harvard, and with an MBA from INSEAD, Khaled Saïd is one of the best-qualified wealth managers in the country. But it’s his ability to understand his clients’ needs that sets him apart.
Before co-founding Capital Generation Partners, the son of the entrepreneur Wafic Saïd ran the investment operations of his own family office. ‘Having spent time on the buying side, I learned to think like an investor,’ he says.
CapGen serves around a dozen UHNW clients, between families and endowments. ‘We have a very niche business providing highly bespoke services to this group, and we won’t dilute what we do by pooling smaller portfolios or cramming them into a one-size-fits-all fund.’ Saïd was voted asset manager of the year for UHNWs at the Spear’s Wealth Management Awards in 2014.
The firm has invested in IT and systems to improve reporting. It has also developed a direct-deal advisory service, acting as a sounding board for clients. ‘We are not brokers in that process – we are advisers – but when clients come to us with investment ideas and want to have them analysed and scrutinised and someone to help them in the negotiation, then we do that,’ he says.