The second generation in wealthy families could choose a safe path within the family business. But today's guest, Khaled Said, dared to pave his own way, co-founding Capital Generation Partners, a $4B London-based family office.

While his choice to take the leap paid off, he didn’t gain success overnight. His backstory is filled with twists and turns and valuable lessons for any boutique founder.

Listen in as Khaled and Stacy discuss:

● His backstory — from searching for the perfect-fit firm to manage his family’s assets in Europe to coming up short and filling the gap by setting up his own shop

● What nobody tells you about the slow burn of starting up in asset management

● His tried-and-true litmus test for keeping integrity at the forefront of client service at CapGen

● CapGen’s differentiation playbook: how they’re writing a new narrative in serving ultra-high net worth families

About Khaled Said:

Khaled is Managing Partner of Capital Generation Partners, a wealth management business based in London. Khaled is the voice of the client within CapGen setting the standards he believes clients deserve.

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. Clients benefit hugely from Khaled’s principled and commercial approach to investing and his commitment to ensuring that client portfolios are managed by people who think like principals not agents.

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. Khaled is involved with various charities: he sits on the Boards of Saïd Foundation and Turquoise Mountain. He has a degree in Law from Oxford University, a Masters in History from Harvard and an MBA (Dean’s List) from INSEAD.

Resources Mentioned in This Episode:

Songs: Eye Of The Tiger - Survivor, Billy Joel – Piano Man

Books: Talking to Strangers: What We Should Know about the People We Don't Know Kindle Edition by Malcolm Gladwell

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#1480 awareness #8 by anthony de mello