Private Wealth · Established London
Stewarding capitalacross generations.
From our offices on Air Street in the heart of Westminster, Generation Investment Management advises private clients, families and trusts on the disciplined preservation and considered growth of meaningful wealth.
Core Philosophy
A measured discipline, refined over a quarter of a century.
We do not chase markets. We construct portfolios. Each mandate at Generation Investment Management is built upon a single conviction — that meaningful wealth is preserved through patience, considered allocation, and a relationship measured in decades rather than quarters.
The Generation Principles
Six convictions that govern how we manage your wealth.
Capital Preservation
Risk is governed before return is pursued. Every mandate is engineered for resilience.
Considered Growth
Long-duration thinking, anchored in fundamentals and global market depth.
Generational Trust
We advise families, not just portfolios — preserving wealth for those yet to inherit it.
Global Perspective
Mandates draw on developed and emerging markets, public and private capital.
Independent Counsel
Privately held and unconflicted, our advice is aligned only with our clients.
Discreet Stewardship
Confidentiality is the foundation of every Generation Investment Management relationship.
Investment Mandates
Four account tiers, each crafted to a stage of wealth.
GBP / EUR
Heritage Portfolio
Foundational private wealth account
Minimum
£10,000
GBP / EUR
Growth Portfolio
Balanced growth & income mandate
Minimum
£50,000
GBP / EUR
Premier Portfolio
Bespoke high-net-worth mandate
Minimum
£150,000
GBP / EUR
Private Wealth
Generational wealth & family office
Minimum
£500,000
Our Approach
Counsel that begins with listening.
Discovery
An unhurried conversation about your circumstances, your family and what you wish your capital to achieve.
Architecture
A bespoke investment policy is constructed — risk parameters, time horizons and liquidity needs codified.
Stewardship
Your portfolio is managed continually, reviewed formally and reported with full transparency.
A Private Introduction
Begin a conversation with our London office.
Every relationship at Generation Investment Management begins with a confidential consultation — an opportunity to understand your objectives and to determine whether our stewardship is the right fit for your family.