DEFINING MOMENTS |THE ‘FORGOTTEN RICH’
BY IAIN TAIT
There’s a group of people in the UK who might be feeling rather unloved when it comes to help managing their finances.
Too wealthy for the average independent financial adviser (IFA), but not to the extent they need a full family office, they have considerable assets but seem to struggle to find the right person to manage them.
We call them the Forgotten Rich.
For the mass affluent, an IFA might be the most obvious choice when looking for someone to manage their investments. At the other end of the spectrum is the full family office for families or individuals who have considerable assets.
So where does this leave people like you?
You may very well find yourself stuck in the middle. You’re seeking wealth management that may be a step above your IFA, but without the cost and complexity of a family office.
Standing between the IFAs and family offices are the specialist wealth managers who offer that step up in service and capability; the scale, expertise and personal touch that you require, but without the extravagance of a family office.
At London & Capital, we understand the sophistication and complexity of those clients who find themselves in this gap between IFAs and family offices, by providing the appropriate financial planning and investment management services, tailored to their unique requirements.
To speak to Iain or a member of the Private Investment Office, please call 020 7396 3388 or use our contact form here.
The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Nothing contained herein constitutes investment, legal, tax or other advice.
Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588. London and Capital Wealth Advisers Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604