Wealth Management for Financial Professionals

 

As someone who works in financial services, you no doubt know the markets inside out and there is a high chance that you’ll be managing your family’s portfolio yourself. While this is entirely common, when was the last time you stepped back to evaluate how robust your investment plan is against your family’s evolving needs?

At London & Capital a large proportion of our private clients are themselves investors, with extensive knowledge of the markets; so we understand what’s important to you and what you expect from a wealth manager.

To give you an idea of the sorts of conversations we have with our clients and L&C views we’ve created this dedicated page to help you understand how we work with financial professionals like you. This includes: 

  • Regular content from key spokespeople 
  • Investment Desk Bulletin – Monthly market updates 
  • The Debrief – Quarterly webinars with the CIO
  • The AndPapers – Our quarterly macro publication

 

 


INSIGHTS

 

DOES GENDER MATTER WHEN CHOOSING A WEALTH MANAGER?

By Jessica Crane, Executive Director

WHY YOU SHOULD TRUST YOUR CHILDREN WITH YOUR MONEY
By Iain Tait, Partner & Head of Private Investment Office

The 'what now' moment Iain Tait, Partner & Head of Private Investment Office

THE ‘WHAT NOW’ MOMENT
By Iain Tait, Partner & Head of Private Investment Office

 

 


DEFINING MOMENTS VIDEO SERIES

Popular wisdom frequently portrays entrepreneurs as extreme risk-takers whose success is the product of bold decisions and exceptional confidence levels. But while this may be true of business decisions, we often find it can be the complete opposite when it comes to managing your personal wealth.

There are defining moments in each entrepreneur’s life, we make sure we’re there to guide you through yours. 

Defining Moments The Let go moment Click to Watch

Defining Moments An Entrepreneurs capacity for risk Click to Watch

Defining Moments The Forgotten Rich Click to Watch

 


QUARTERLY WEBINAR

In the Debrief webinars we invite you to sit down with our Chief Investment Officer, Pau Morilla Giner, and Head of the Private Investment Office, Iain Tait. We review the geo-political shifts, cyclical and sectoral changes in the markets and examining London & Capital’s response and views. 

 

 


THE AndPAPERS

London & Capital’s approach to investing is the same as our approach to our clients. We listen and observe. We ensure we have a complete understanding and then invest accordingly to provide financial stability and investment returns.

No hunches, just learning from homework and history. 

Read the latest macroeconomic updates from our Investment Desk below:

 


THE INVESTMENT DESK BULLETIN

London & Capital’s monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio.

Each month a member of our Investment Desk will be giving a summary of the macro investment environment and the key trends which we’re following.

 

 


THE PRIVATE INVESTMENT OFFICE TEAM

We build investment strategies that are designed to be resilient and help clients achieve their long-term financial goals.

Setting financial goals is essential when it comes to long-term planning. From deciding when to retire to planning efficient gifting or philanthropy, we want to understand what matters to you so collaboratively we can create a framework for your future.

IAIN TAIT
Partner & Head of Private Investment Office

JESSICA CRANE
Executive Director

Simon Reed Director Private Clients London and Capital Wealth Management

SIMON REED
Executive Director

Dan Sawyerr Director Private Clients London and Capital Wealth Management

DAN SAWYERR
Director

CONTACT US