The Genera Capital Story
Our story begins in 2016 with a walk down London’s Baker Street which provided the opportunity for the founders to reflect and consider a burning entrepreneurial question: “How can we do this better?”
In this instance, the question related to the effective management of wealth, and an observation that investors were being disintermediated by an industry that had become less aligned with their most important stakeholder – the investors themselves.
Once the entrepreneurial spirit was unleashed, a flood of energy and ideas followed, culminating in the establishment of Genera Capital as an independent multi-family investment office, partnering high-net-worth families who require a trusted advisor that appreciates and understands the intricacies they face in preserving inter-generational wealth and legacy.
Our significant experience in this area creates bespoke and holistic solutions that meet these often-complex requirements. This includes preserving and steadily compounding capital by identifying attractive opportunities while successfully guarding against ever present risks, as well as focusing on suitable tax compliant estate planning structures.
We stress the word preserve, often perceived as somewhat mundane in a world of great fortunes and easy money. To the contrary, preserving and protecting wealth is anything but mundane.
As Nathan Mayer Rothschild pointed out, ‘it takes a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep it’.
History is littered with tragic accounts of great fortunes lost by iconic corporations and prominent families. In light of this, we have spent the best part of our careers seizing the learnings from these unfortunate episodes, better understanding risk and doing our utmost to protect our investors from similar tales of woe. Having embarked on our journey to redefine the wealth management experience, fortune has indeed favoured the brave, as we are proud to now partner with select high net worth families, family offices and charitable foundations.
Having embarked on our journey to redefine the wealth management experience, fortune has indeed favoured the brave, as we are proud to now partner with select high net worth families, family offices and charitable foundations. These investors choose to actively engage in the management of their wealth and select us because they resonate with our investment philosophy, our approach to risk management, independence, alignment, proactive engagement and a culture of absolute transparency.
Since our formation, we have been able to provide consistent, risk-adjusted returns, and have steadily compounded capital whilst limiting downside risk. At the same time, we have carefully expanded by appealing to and attracting dynamic and experienced investment professionals across listed and private capital markets who share in our entrepreneurial culture and believe in our investor-centric approach and investment philosophy. We encourage an inquisitive desire to explore and innovate, an open environment of robust debate and a culture of ongoing learning and development.
Our first five years has established a solid foundation, harnessing our significant experience and cementing a reputation as leaders in holistic wealth and investment management. This has only been the first chapter in what we are determined to make an enduring story.