We are delighted to announce the appointment of Todd Cowan as Executive Director working as part of London & Capital’s US Family Office headed up by Robert Paul, Partner and Head of the US Family Office. Todd will be based in London, helping to grow the specialism within the US Family Office.
London & Capital has specialised in helping international US families and individuals since 1989 and are experts in coordinating and implementing all aspects of wealth management in collaboration with Trustees and other Professional Advisers. As both an SEC and FCA regulated business we are uniquely positioned to help structure, invest and report on our US connected clients’ global assets. Ensuring wherever they are located they are invested compliantly and efficiently no matter what the tax and reporting requirements. London & Capital has built a strong track record of providing specialist investment advice for Americans in the UK, particularly pertaining to tax-efficiency and long-term income structuring in multiple jurisdictions.
Todd brings nineteen years’ experience of working with US High Net Worth clients, including ten years at the UBS Headquarters in Manhattan. He joins London & Capital from LGT Vestra US where he provided wealth management and investment solutions to US connected individuals and families with an international presence and holds the following professional designations in the US: Certified Financial Planner™, Certified Investment Management Analyst®, Certified Private Wealth Advisor®. In the UK, he holds the Private Client Advice and Management certificate and is a Chartered MCSI with the Chartered Institute for Securities & Investment (CISI).
Commenting on his appointment, Robert Paul, Partner and Head of the US Family Office, said:
“Todd is a fantastic addition to the US Family Office and it is testament to the work the team is doing that he has decided to make the move across. He brings with him a wealth of experience and expertise of working with high net worth US connected clients, both in the US and the UK. We look forward to working with him to further strengthen the US specialism we have built at London & Capital.”
Todd Cowan, Executive Director, added:
“I am looking forward to joining the US Family Office at London & Capital. The team’s commitment to delivering an exceptional level of service for international American families coupled with the breadth of the cross-border wealth management proposition the team offers is very impressive. I am excited to become part of the London & Capital team and contributing to the future growth.”