The discipline of portfolio construction Managing institutional wealth with scientific rigour

Our Approach

NGEN Capital is an independent investment management firm committed to providing superior asset management solutions. Our sole business is investment management, and our primary aim is to protect and grow our clients' capital.

Our approach to investing is best described as disciplined, fundamental and research driven. We aspire to be the trusted partner of our clients, are completely independent, and have no other interest than generating attractive returns for our clients. Client assets are held with large custody banks or reputable investment platforms.

Our Strategies

Asset Allocation

Our asset allocation portfolios are a suite of  risk optimised asset allocation strategies which are constructed and managed to match our clients' risk appetite and return expectations. Our portfolio management approach uses the latest insights from the professional investment world. Our approach is systematic and technology-driven, making the investment process consistent, efficient and transparent.

Brands

Our Brands strategies offer exposure to high quality companies with recognisable brands that enjoy a high return on invested capital. We have a developed markets strategy that invests in brands listed in Western Europe and North America. A complimentary strategy focuses on brands listed in Asia. Both strategies are available through managed accounts and in the case of the developed markets strategy through a fund which we advice.

Brand Capital Fund

Private Equity Participation

Our private markets side of the business offers a strategy that provides investors access to the risk and returns associated with running a financial advisory business. Our sister firm NGEN Financial Advisory has acquired and consolidated a number of financial advisory businesses across the UK. The NGEN Capital strategy offers investors access to the returns from similar but significantly larger firms. Investors get the benefit of complimentary skills and expertise across the group in terms of financial planning and asset management.

Team

The investment team at NGEN Capital has extensive experience in managing private and institutional pools of capital, having  worked together at Morgan Stanley in London and Zurich for many years.

 

Neil Chakraborty

Managing Partner and Portfolio Manager

Biography

Neil is a partner at NGEN Capital and works as a Portfolio Manager. Before NGEN Capital he was an Executive Director at Morgan Stanley in London from October 2006 to April 2013. In his last role as Portfolio Strategist he managed the signal analysis, optimisation and portfolio construction architecture that powers the investment product suite built around Morgan Stanley's research content. He was also a leading product architect in the Innovation Working Group that drives the development of discretionary PWM strategies within the EMEA region. Before joining Research, Neil was a portfolio manager at Morgan Stanley Investment Management, where his team managed $1.4 billion in open-ended funds and separately managed accounts. Prior to Morgan Stanley, Neil was a Vice president at Credit Suisse, where his responsibilities included the allocation of risk capital to hedge funds.

Neil holds an MSc in Mathematics and Finance from Imperial College and an MBA in Finance from The University of British Columbia.

Susie Bolton

Compliance Director

Biography

Susie heads up the compliance function at NGEN Capital, and is responsible for ensuring that regulatory obligations are met across the group.

She has over 20 years of experience in financial services compliance, previously holding the position of Strategic Compliance Director at SimplyBiz where she coordinated tailored compliance support for specialist firms under the Signature service. She has a diverse knowledge of financial services regulation, including direct FCA intervention, due to a broad range of technical roles with institutions such as Legal and General and Just, and supporting a multitude of small regulated firms throughout her career. She held senior roles with two networks, managing the supervisory teams; and developed and implemented a sector specific oversight and monitoring regime within top ten accountancy firm Smith and Williamson.

William Mok

Portfolio Manager

Biography

William is a partner at NGEN Capital and works as a Portfolio Manager. William joined NGEN Capital from MSCI, the leading provider of investment indices, where he conducted research and development on MSCI/BARRA's Risk Premia or Smart Beta indices. In addition, he provided equity investment advice to the largest pension funds and sovereign wealth funds in Europe, Middle East & Africa. Before joining MSCI, he was a Vice President at Nomura International in London, managing the bespoke equity factor alpha solutions and advising institutional clients on index enhancement strategies and portfolio construction. Prior to Nomura, William worked as a senior quantitative analyst at Morgan Stanley Investment Management, where he developed equity strategies in a team that managed over $4 billion.

William holds an MSc in Finance as well as a PhD in Mathematical Finance from Birkbeck College, University of London.

Gwendoline Grollier

Portfolio Manager

Biography

Gwendoline works as a Portfolio Manager at NGEN Capital. She is an experienced Risk Manager with over 15 years' experience in financial markets across various asset classes and risk types. Prior to joining NGEN Capital, Gwendoline was a Director at Credit Suisse in London where she headed the Asset Resolution Unit and Investment Banking Portfolio Management Risk group. Prior to her 10 years at Credit Suisse, Gwendoline worked in Paris, London and New York for Credit Agricole CIB and Société Générale Private Banking as an analyst.

Gwendoline holds a Master in Management (Finance) from EDHEC, a top French Business School and is FRM (Financial Risk Management) certified by the Global Association of Risk Professionals (GARP).

Nigel Holley

Senior Director, Head of Private Office

Biography

Nigel is a Senior Director at NGEN Capital and works as Head of Private Clients. Prior to joining NGEN Capital he worked as a wealth management and investment consultant advising on and managing assets for ultra-high net worth entrepreneurs and families. He has a professional career in financial services spanning over 30 years including client and business management roles for some of the world's leading financial institutions including KPMG, EY, UBS and HSBC. He has also worked for a number of family offices for successful UK business families managing all aspects of their personal wealth. Nigel's core experience encompasses managing investment portfolios and wealth structuring. He also has experience of broader projects such as direct business investment, art, classic cars, private aircraft, superyachts, philanthropy and agriculture.

Nigel is recognised as one of the leading investment and family office consultants working within the UK. He is a Chartered Member of the Chartered Institute for Securities and Investment, a Member of the Personal Finance Society and has Advanced Financial Planning qualifications with the Chartered Insurance Institute.

Debashis Dasgupta

Senior Director, Private Banking

Biography

Debashis is a Senior Director at NGEN Capital and works as a Private Banker. Prior to joining NGEN Capital, he worked with IDFC First Bank in India within their private banking group. He has a professional career in banking and financial services spanning over 24 years including client and business management roles for some of the world's leading financial institutions like Citigroup, UTI International, Standard Chartered and Kotak Mahindra Asset Management across India, the United Kingdom and Singapore. Debashis has also worked for a family office in Singapore managing an equity focussed discretionary book.

Debashis holds a Bachelor of Commerce from St Xavier's College, India as well as a Post Graduate Diploma in Business Management from the Institute of Management Technology, India.

Graham Spinks

Portfolio Specialist

Biography

Graham is a Portfolio Specialist at NGEN Capital and works very closely with the portfolio management team in areas of asset allocation and research. He started his career as a barrister and is a member of the Middle Temple, which is one of the four Inns of Court in England & Wales. Previously, he has worked for private banks such as Robert Fleming and Duncan Lawrie as well as smaller niche financial planning firms. In his last role he designed and managed a non-discretionary portfolio management service for wealth management clients.

Graham has over 30 years' experience in financial services. He has previously written articles in the Financial Times as well as specialist financial planning magazines. His areas of expertise include investment, retirement and estate planning.

Rebecca Rudge

Business Development Director

Biography

Rebecca is a partner at NGEN Capital and works as a Business Development Director. She also works closely with the portfolio management and client liaison functions within the group. Previously, she was a director at Leonard Hull International Executive Search, where she specialised in boardroom appointments. Prior to that she was a founder director of Appoint Personnel Plc.

Rebecca has a Bachelor of Arts in Modern Languages, majoring in Italian and German, from Birmingham University. As part of this programme, she spent a year on an Erasmus exchange in Freiburg and Verona Universities. Rebecca is a highly acclaimed opera singer and has performed in major venues internationally.

Nisrine Bendella

Analyst

Biography

Nisrine is an analyst at NGEN Capital and supports the portfolio management and client liaison functions within the group. Previously she worked as a tax officer at Buzzacott, a top 20 UK accountancy and HR consultancy firm, in their London office. Prior to this she worked in Brussels for Baltus, a law firm specialising in various aspects of tax law.

Nisrine holds a Master's degree in Tax Management from the Solvay Brussels School of Economics and Management, Belgium and a Bachelor's degree in Law from Haute École Bruxelles-Brabant, Belgium. She is multilingual and fluent in four languages.

Edwin De Bruijn

Partner, NGEN Brands

Biography

Edwin is a partner at NGEN Capital and works as a Portfolio Adviser. Edwin joined NGEN from Jefferies International Wealth Management in 2015. Before Jefferies, Edwin was the head of Morgan Stanley’s wealth management activities for the Benelux region, serving family offices, foundations and high net worth individuals. He also led the Investment Committee for the Swiss bank’s pension fund and served as a board member of the pension fund from 2005 till 2011. He was a founding member of the Innovation Working Group that drove the development of non-traditional wealth management strategies within the EMEA region. From 2007 till 2009, he served as an Investment Officer at a Luxembourg based family office.

Edwin holds an MBA from IESE Business School, Spain and has an MSc in Aerospace Engineering from Delft University of Technology in The Netherlands.

Benoît Zingraff

Partner, NGEN Brands

Biography

Benoît is a partner at NGEN Capital and works as a Portfolio Adviser. Previously he served UHNWIs and family offices as a Senior Relationship Manager at Credit Suisse Private Banking in Zürich following the sale of Morgan Stanley Private Wealth Management to Crédit Suisse. Prior to this, he was based in London and led the development of Morgan Stanley Wealth Management for French speaking countries serving UHNWIs and family offices. He was also the co-portfolio manager of a SICAV at Morgan Stanley Wealth Management. He previously worked at Citibank in Frankfurt and Crédit Commercial de France in Paris as a corporate banker. Benoit has been in the finance industry for nearly 30 years.

Benoît holds an MBA from The Wharton School of the University of Pennsylvania and has an MSc in Mining Engineering from the Ecole des Mines in France.

Jérôme Koelewijn

Partner, NGEN Brands

Biography

Jérôme is a partner at NGEN Capital and works as a Portfolio Adviser. He has held international leadership positions in finance, technology, and advisory: over ten years in private wealth and investment management at Morgan Stanley (officer, Swiss-based Benelux team) and Wealth Management Partners (partner, co-head institutions); and fifteen years in strategy consulting and corporate finance at Arthur D. Little (partner, co-head TMT sector) and Roland Berger (partner, co-founder Amsterdam office). Jérôme has two decades of early-stage and scale-up experience as office founder, board member, and private investor. He is an independent adviser to and investor in fin-, health- and clean-tech companies.

Jérôme is versed in five languages, having lived in five countries and worked in the majority of EU-15 countries. He holds an MSc in Applied Mathematics & Computer Science from Delft University of Technology and an MBA from IESE Barcelona and Columbia University, New York.

NGEN

The NGEN Group provides asset and wealth management services to institutions and individuals in Europe and Asia

NGEN Capital
NGEN Financial Planning
NGEN Private Wealth

Contact Us

 

Address:
50 South Molton Street
London W1K 5SB
United Kingdom

Phone:
+44 20 3709 7045

Email:
info@ngencap.com