08 December 2022, LONDON

• CapGen has completed the first stage in a multi-year investment programme in its operational technology, working with tech partners Point Group to create a bespoke, state-of-the-art operating model.
• The aim of the programme was to design and build a system that supports CapGen’s intent to grow whilst ensuring the bespoke nature of the service for which CapGen is known is maintained and continually improved.
• Designed and delivered by CapGen’s technology partners, Point Group, the investment has focused on the effective and efficient exploitation of data to drive benefits across the client lifecycle from data collection, trade and execution through to portfolio analysis and reporting.
• Following a detailed design and planning stage, the solution centres around Expersoft’s industry-leading PM1 platform (portfolio and order management and back office). It also integrates capabilities provided by PandaConnect (for data normalisation and aggregation services) and Point Group (for data analytics and reporting).
• With the system now in place, CapGen has built the foundation from which to drive continued growth and deliver immediate benefits to clients.

Richard Adams, Partner and Chief Operating Officer at CapGen, commented: “This is a very exciting period for CapGen and our clients; we’re growing, and growth is what helps us invest ever more deeply in the service that we provide. Point Group has been a fantastic partner in working alongside us to develop this new operating platform. Their technical expertise is outstanding, but what sets them apart for us is their deep knowledge of the investment management and family office market; they know exactly how high our standards have to be in order to serve UHNW clients, and they have the ability to build those solutions from scratch. We are all excited to move onto the next phase of this major investment into the business.”

Tom Williams, CEO of Point Group, added: “We have worked alongside CapGen and the Expersoft and Panda Connect teams, to build a system that will improve the level of service they offer existing clients and help them continue their impressive growth trajectory. The starting point for the design of the system was a focus on the quality of data which drives investment decision-making, outstanding client reporting, risk mitigation and sales. The next stage was to ensure we embedded flexibility to future-proof the business; technological solutions change rapidly, so we wanted to make sure their platform could adapt and grow as new technologies emerge and business requirements change. It is a privilege to act as CapGen’s technology partner, and we look forward to helping them maintain their competitive advantage by providing them with outstanding operational technology solutions”.