UHNW wealth manager CapGen Partners (CapGen) has extended its strategic technology partnership with London-based fintech Point Group (Point) for a further five years.  

This extension builds on an existing relationship between the two companies that began in  2019. Point will continue to develop CapGen’s custom investment analytics and reporting platform, which supports CapGen’s continued growth. The Point platform works closely with CapGen’s core PMS to provide the enhanced, flexible reporting and investment data analytics required to deliver CapGen’s bespoke services.

Commenting on the partnership, Richard Adams, COO at CapGen said:
“After the success of the first five years, we are delighted to extend our partnership with Point.  Through this relationship, we have been able to improve our operational efficiencies and reporting capabilities for our UHNW clients, many of whom have a complex mix of assets. As we look ahead, it is clear that investing in systems is the bedrock of growth for our firm. This  ongoing focus on tech supports our growth ambitions and ensures we will continue to deliver a highly personalised service for our clients. We are excited about the next stage of  development, as CapGen becomes a leader in data-first investment management.”

Tom Williams, CEO of Point said: 
“We are pleased to continue to partner CapGen and provide them with the investment data intelligence capabilities they need to serve their clients and grow the business. CapGen had a vision to build a scalable, yet high-touch business centred on the management and exploitation of investment data, we are proud to have been part of this vision and to continue our journey with them”.