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Ian Barnard

Ian Barnard

Founding Partner

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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Private client review:

My experience with Capgen has always been first class. They have the depth of expertise and the strength of character to give clients honest, un-conflicted advice rather than pushing products or telling the client what they want to hear. Ian is an important part of that culture and ethos.

Daniel Martineau    Summit Trust Group   
28 Mar 2018

Peer review:

A sharp mind and broad knowledge.

07 Feb 2018

Start Ratings
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Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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2017 

Ian Barnard currently has no Citywealth award

Average client size: Over £25 million

Fixed fee offering: No

Capital Generation Partners

Address: Capital Generation Partners, Berkeley Square House, Berkeley Square, London, W1J 6BX

Telephone:+44 (0)20 7543 1500

Telephone:+44 (0)20 7543 1520

Telephone:http://www.capgenpartners.com

Number of offices globally: 1-5

Capital Generation Partners LLP, Berkeley Square House, Berkeley Square, London, W1J 6BX, United Kingdom

T: +44 (0)20 7543 1500

F: +44 (0)20 7543 1520

http://www.capgenpartners.com

Private client review:

My experience with Capgen has always been first class. They have the depth of expertise and the strength of character to give clients honest, un-conflicted advice rather than pushing products or telling the client what they want to hear. Ian is an important part of that culture and ethos.

Daniel Martineau    Summit Trust Group   
28 Mar 2018

Peer review:

A sharp mind and broad knowledge.

07 Feb 2018

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 April French at afrench@citywealthmag.com

Ian Barnard currently has no reviews

Hedging London's trophy, real-estate assets for family office clients

This case study illustrates how closely CapGEN consider the impact of real assets where they are co-mingled with liquid assets in the structure. One large client portfolio has a mix of assets but with a large single investment in core real estate in London. As with all our client portfolios I considered the need to hedge the currency risk, when to do so and which instrument offered the best range of outcomes for the client. The decision is monitored and altered as the markets shifts. In this instance, I decided that the Sterling asset needed to be hedged, so bought a GBPUSD forward to hedge the position, which protected it for the last two years. The valuation signal has now reversed, however trends remain negative combined with uncertainty over Brexit, together with a divergence in relative interest rates between the UK and US. So the hedge is being actively monitored and will be amended as conditions evolve.