London & Capital

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Trust and offshore planning

London & Capital provides wealth management services to trustees, offshore entities and their associated parties. We create investment portfolios in line with specific objectives and use our investment skills and resources to achieve their aims. Working together, we help our clients meet all their fiduciary responsibilities and requirements with regard to investment portfolios and tax reporting.

Trusts

We understand trustees’ obligations are often to preserve the real value of wealth and so we aim to grow capital carefully without taking on large risks. Taking into account the trustee’s mandate and any investment restrictions the trust may have, we build and manage an investment portfolio using a diversified strategy that incorporates equities, bonds, commodities and hedge funds as well as commercial real estate opportunities where appropriate.

  • We offer a personal service and work hard to develop a thorough understanding of the specific needs and aims of your trust.

  • The investment process begins with the trustees and we can also work directly with private clients.
  • We also liaise with other specialists, including lawyers, accountants and tax advisers to deliver a comprehensive investment management service using tax-efficient structures.
  • Through intelligent investment choices, we create a secure foundation for your trust’s financial future.
     

Jessica Crane - Private Client Associate
Email Jessica Crane