WEALTH MANAGEMENT

We work with clients to organise their affairs into a coherent global strategy, invest assets for preservation and growth and provide clear, concise global consolidated reporting.

OUR APPROACH

The core of our expertise is managing investments for wealthy families. We build investment strategies that are designed to be resilient and help clients achieve their long-term financial goals.

Many of our clients are international, with finances, business interests, property and family across multiple countries. We provide clear comprehensive financial strategies and global reporting regardless of currency or location.

Our clients trust our team of wealth managers, portfolio managers and economists to manage more than $5.2 billion of discretionary assets on their behalf. We are recognised by the FCA and the SEC, ensuring that all our clients’ global investments follow a coherent and efficient strategy.

We can support with:

  • Discretionary investment management
  • Multi-generational wealth planning
  • Coordinating legal and tax advisers
  • Family board meetings
  • Access to credit facilities
  • Philanthropy and grants

Read more about how we invest here.

What to expect

“When we ask our clients why they join us, they all make the same point, that we gave them the feeling that we understood them.

London & Capital is different. An independently owned firm working in strategic partnership with our clients, however complex their needs.”

Iain Tait

Partner & Head of Private Investment Office

RESOURCES

Contact Us

Complete the form below and someone from the team will be in touch:

HEAD OFFICE

Two Fitzroy Place
8 Mortimer Street
London, W1T 3JJ
United Kingdom

+44 207 396 3200
invest@londonandcapital.com

CARIBBEAN

One Welches
Welches, St Thomas
Barbados
BB22025

+1 246 537 4183
insurance@londonandcapital.com

Barcelona

London & Capital Europe
​Rda. General Mitre
126, 6a Planta
​08021 Barcelona España

+34 938 205 595
invest@londonandcapital.com

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 a reliable guide to future returns.

Copyright 2022 London and Capital Group Limited.