8th November 2017; London & Capital (L&C), the independently-owned wealth and asset manager, today announces the launch of the new Professionals offering within its UK Wealth division, focused on providing wealth management services to professionals – specifically lawyers, accountants and private equity partners.
The Professionals team, headed by Simon Tuck the Head of UK Wealth, will offer bespoke, holistic services appropriate to all stages of the client’s partnership journey, from access to partner loans through to retirement and inheritance planning. Also taking into consideration any firm specific needs partners have. London & Capital will continually assess unique professional situations, such as a client’s exposure to conflicts of interest and regulation that can prohibit certain investments.
By paying just a 1% management fee, which includes client access to financial planning without additional charge. They will also be able to monitor their investment accounts through London & Capital’s digital platform.
London & Capital has taken steps to offer the professionals community an unrivalled experience in investment management and financial planning. Simon Tuck has recently joined London & Capital from a private banking background, bringing first-class experience in managing wealth for professionals. Simon has developed London & Capital’s Professionals team to not only utilise this experience, but also to correct deficiencies within the existing market.
Simon Tuck, Head of UK Wealth said:
“Professionals have been underserved by the investment community for decades. As I know from experience, Private Banks tend to lock-in clients with lending and then rest on their laurels, providing outsourced generic investment management.”
“London & Capital is a partnership-based organisation itself, as such, we fully understand the complex needs of senior professionals, the challenges they face and the demands on their time which necessitates best in class financial planning and investment management.”
“London & Capital has a long history of building exceptional relationships with the professional services sector. This is built on a shared ethos to deliver the highest quality client services and advice. An example of this is our offering of financial planning to clients as part of investment management services.”
About London & Capital
London & Capital is an independently-owned wealth and asset manager creating investment solutions that meet clients’ needs. Established in 1986, we have £2.6 billion (as at June 2017) of assets under management. Our investment teams create tailor-made portfolios designed to perform when it matters most. It's a highly sophisticated process driven by multi-asset investing, open architecture and an obsession to preserve our clients’ wealth. London & Capital is headquartered in London and within the group is regulated by the FCA (UK), the SEC (US), and SFC (HK).
London & Capital works strategically with institutional clients, to identify their unique requirements and develop an entirely bespoke investment solution. L&C manage over USD1 billion on behalf of captive insurers, reinsurers and supranational organisations.
London & Capital Asset Management, of 7 Triton Square Regent’s Place is authorised and regulated by the Financial Conduct Authority 143286, 25 The North Colonnade, Canary Wharf, London, E14 5SH. This document does not represent primary research; it provides the views of the London & Capital investment team examining the fundamental background, economic outlook and possible effect on asset markets. This document is not an invitation to subscribe and is by way of information only. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be solely relied on in making an investment or other decision. If you are considering investing, you should consult your London & Capital adviser. The views expressed herein are those at the time of publication and are subject to change. Correct at time of going to press. Copyright © 2017 London & Capital. All rights reserved.