PRIVATE INVESTMENT OFFICE
The PIO is a specialist team dedicated to working with our larger and more complex clients.
OUR CLIENTS
UK Private Wealth
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International Americans
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Expats in Europe
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Private Investment Office
Welcome
The PIO is a specialist team within London & Capital, led by company Partner, Iain Tait. The team is dedicated to providing unparalleled service to a select clientele. While the offering mirrors that which is available to all London & Capital clients, the PIO focuses on a small number of larger, more complex clients, ensuring personalised attention and tailored solutions.
Standing between the offerings of IFAs and family offices, the PIO offers a unique bridge. Providing the scale, expertise, and personal touch that clients in this wealth bracket seek, without the extravagance and cost of a full-scale family office.
What we do for you
Financial Planning
We organise and manage your worldwide assets, delivering a coherent and global wealth and investment strategy. This includes:
- Multi-generational wealth planning
- Discretionary investment management
- Coordination of legal and tax advisers
- Family board meetings
- Philanthropy and grants
Tax & Advanced Planning
Effective tax planning and advanced wealth structuring are critical components of preserving and growing your wealth. We provide:
- Tax compliant investment strategies
- Multi-currency investing
- Multi-strategy and multi-asset class portfolios
- Discretionary investments
PLEASE NOTE: We do not provide tax advice, we collaborate with you and your London & Capital Adviser to structure your wealth in the most tax-efficient way possible.
Investment Management
Our clients’ portfolios are managed to achieve their long-term goals in-line with their risk tolerance. We provide:
- Discretionary investment portfolios
- Multi-asset class and multi-currency investing
- Tax compliant investment strategies
Global Reporting
We provide consolidated reporting across all of your wealth, including offshore and globally when relevant. This includes:
- Separation of short and long-term gains and losses
- Multi currency reports
- FX gains and losses
- Access to our client portal