EXPATS IN EUROPE
Our international wealth management experience allows us to guide expats in Europe through the intricacies of multi-jurisdiction financial landscapes.
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OUR APPROACH
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.
Our dedicated team, based in Barcelona, is committed to aligning your financial goals with strategic investment approaches, ensuring a seamless and personalised experience for your unique journey towards financial success.
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.
What we do for you
Financial Planning
We organise and manage our clients’ 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:
- EU/UK/US tax efficient financial planning
- EU/UK/US pension planning
- Trust and estate planning
- Philanthropy and grants
- Liquidity event planning
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:
- EU compliant investment strategies
- Multi-currency investing
- Multi-strategy and multi-asset class portfolios
- Discretionary investments
Global Reporting
We provide consolidated reporting across all of your wealth, including offshore and globally when relevant. This includes:
- UK and Europe fiscal year reporting
- US calendar year reporting
- Separation of short and long-term gains and losses
- Multi currency reports
- FX gains and losses
- Access to our client portal
Why choose London & Capital?
Specialised Expertise
Our teams specialise in the nuances of wealth structuring and international tax, ensuring you receive the most relevant and effective guidance, wherever you are in the world.
Customised Solutions
We recognise that every client is unique, and we tailor our strategies based on your specific situation and personal goals.
Peace of Mind
By working with us, you can navigate the complexities of wealth structuring and tax regulations with confidence, knowing you have a dedicated partner.
Transparent Collaboration
We collaborate closely with you and your advisors, fostering a transparent and efficient approach to achieving your financial objectives.
Global Reach
Our presence in Barcelona and dedicated team who work with American citizens, reaffirm our commitment to providing comprehensive services to individuals with international wealth.
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.
THE EUROPE TEAM
Related Insights
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).
