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Clare Flanagan

Head of Client Development

Specialism: Private Investment Offices Multi-family office

Company: Capital Generation Partners

Location: London, England

Citywealth rating

5
Average: 5 (3 votes)
Fee Level:
5
Average: 5 (3 votes)
Quality of Advice
5
Average: 5 (3 votes)
Communications Skills
5
Average: 5 (3 votes)
Interpersonal Skills
5
Average: 5 (3 votes)
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Peer review:

Clare is a seasoned professional who has a great deal of expertise in working with family offices and ultra-high net worth clients. Her ability to understand both the asset allocation and investment elements of multi-jurisdictional portfolios is complimented by her experience and knowledge of custody, operations and client reporting.

27 Apr 2018

Peer review:

Clare has a unique ability to get quickly to the heart of an issue in an empathetic and yet incisive manner. She is creative, diplomatic and has a breadth of wealth management knowledge which enables her to take on complex families and to serve them and their advisers well.

07 Feb 2018

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2017 

Clare Flanagan currently has no Citywealth award

Average client size: Over £25 million

Fixed fee offering: No

Capital Generation Partners

Number of offices globally: 1-5

Clare Flanagan currently has no contact details

Clare Flanagan is currently in no lists

Peer review:

Clare is a seasoned professional who has a great deal of expertise in working with family offices and ultra-high net worth clients. Her ability to understand both the asset allocation and investment elements of multi-jurisdictional portfolios is complimented by her experience and knowledge of custody, operations and client reporting.

27 Apr 2018

Peer review:

Clare has a unique ability to get quickly to the heart of an issue in an empathetic and yet incisive manner. She is creative, diplomatic and has a breadth of wealth management knowledge which enables her to take on complex families and to serve them and their advisers well.

07 Feb 2018

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

Clare Flanagan currently has no reviews

Due diligence for family office client for Silicon Valley investment

I work with an offshore trustee advising on the liquid portfolio of one UK family member’s trust. The beneficiary came to the trustee with an investment opportunity outside of our mandate to take part in a fund-raising effort for $20m growth capital for a tech company in Silicon Valley. The trustee did not have the in-house expertise to validate the opportunity and so we offered our services at zero cost. From a standing start, I turned the due diligence around in a few days in order to provide the trustee and the beneficiary with an extensive report detailing the company’s industry overview, underlying business model, funding history, comparison with parallel public and private companies and research on the management team. Not only did this equip the trustee and beneficiary with the information needed to make their investment decision but served as a great training tool for the beneficiary on how to approach the direct investment conversation and a framework for due diligence in the future.