With a dedicated presence in Europe, we are positioned to help individuals and families across the continent create an efficient global wealth strategy. This enables us to ensure all aspects of your portfolio work in harmony, with the requisite global reporting across all assets.
PAU MORILLA GINER
Growing wealth across borders comes with complexity. That’s why we work closely with our clients to invest their money according to their aims, while helping them navigate the difficulties of having assets in multiple jurisdictions.
London & Capital Europe allows us to continue to provide the same excellent service and offering as we always have to citizens of the following countries: Belgium, Cyprus, France, Germany, Greece, Ireland, Italy, Luxembourg, Malta, Netherlands, Poland, Portugal and Spain.
WE CAN SUPPORT WITH:
- Financial planning across multiple jurisdictions
- Coordinating legal and tax affairs
- Discretionary investment management
- Access to alternative assets
- Multi-generational wealth planning
STRATEGIC WEALTH PLANNING
We organise and manage our clients’ worldwide assets, delivering a coherent and global wealth and investment strategy.
- US/UK/EU tax efficient financial planning
- US/UK/EU pension planning
- Using US foreign tax credits
- Tax planning opportunities
- Estate planning opportunities
- Access to credit facilities
- Philanthropy and grant
Our clients’ portfolios are managed to achieve their long-term goals in-line with their risk tolerance.
- EU-compliant investment strategies
- Multi-currency investing
- Multi-strategy and multi-asset class portfolios
- Focus on capital preservation
We provide consolidated reporting across all our clients’ UK, European, US and offshore assets.
- UK and Europe fiscal year reporting
- US calendar year reporting
- Separation of short and long-term gains
- £/€/$ FX gains and losses
Is your wealth management truly borderless?
True wealth frees you from the physical constraints of borders. Today’s wealthy families and individuals don’t just travel and live internationally… they have multiple locations globally that they think of as home. This changes over time as they expand their horizons and explore.
Wealth managers need to offer a service that reflects this reality, but a surprising number of them don’t.
Five questions to ask yourself…
Can they develop a single, global strategy (and management team) for all of my wealth?
Do they thrive on complexity (and make it make sense)?
Do they offer consolidated, multi-currency reporting?
Do they have strategically placed offices with local regulated experts?
Do they have a global, active, direct and long-term approach to investment management?
THE EUROPE TEAM
Here is a collection of resources to help you navigate the financial complexities that come with being an international investor.
London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).