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15
UHNW Wealth Manager

CapGen: A Scalable Foundation

Capital Generation Partners (CapGen), a specialist investment firm serving ultra-high-net-worth clients, partnered with Point to overcome critical data and operational constraints as it prepared to scale. The engagement initially focused on solving manual client reporting challenges, before ultimately evolving into a full-scale target operating model redesign, integrating portfolio management process with cutting-edge investment data architecture.

Point’s customised investment data intelligence platform integrated with Expersoft's institutional-grade PM1 portfolio management system delivers:

Flexible data architecture

Centralised and unified source of investment data truth unifying data silos and replacing high-risk manual process.

Future-proofed data foundation to support flexible operating model, including the future application of AI trained on proprietary, secured data set.

Advanced portfolio analytics

A flexible and customisable data analytics capability replacing complex spreadsheet manual processes.

Cross-client, cross-asset class analytics empowering the portfolio management processes to make better, quicker investment decisions based on reliable, accurate data. 

High quality client reporting

An automated and customisable client reporting capability replacing time-consuming manual processes.

Accurate and detailed data sets enabling the creation of pixel-perfect, accurate client reporting customised for individual clients whether they be UHNW individuals, investment committees or family office teams.

A partnership rooted in trust

Point began working with CapGen in 2019 to provide expert guidance over the challenge of managing business growth without simply increasing headcount. By embarking on a full target operating model (TOM) design exercise, we ensured their tech and data requirements were properly balanced with their people and processes to support their strategic objectives.

Read more about our approach to TOM design.

Now, with the core data infrastructure in place, CapGen has the flexibility to scale economically, whilst maintaining the highest possible standards of investment management. CapGen has a robust foundation in place and can adjust their TOM to take advantage of new advances in tech such as AI.

About CapGen

CapGen is a private investment office for families with capital. Our clients are sophisticated, internationally minded investors looking for institutional-quality investment expertise and exceptional service. We help them make the most of their capital and seek out opportunities across any asset class, in any region of the world.

 

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