The PIO is a specialist team dedicated to working with our larger and more complex clients.


UK Private Wealth
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International Americans
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Expats in Europe
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Private Investment Office


The Private Investment Office is a specialist team within London & Capital, led by company Partner, Iain Tait. The team is dedicated to providing unparalleled service to a select clientele. While the offering mirrors that which is available to all London & Capital clients, the Private Investment Office focuses on a small number of larger, more complex clients, ensuring personalised attention and tailored solutions.

Standing between the offerings of IFAs and family offices, the Private Investment Office offers a unique bridge. Providing the scale, expertise, and personal touch that clients in this wealth bracket seek, without the extravagance and cost of a full-scale family office.

Man with laptop sitting by window

What we do for you

Financial Planning

We organise and manage your 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:

  • Tax compliant investment strategies
  • Multi-currency investing
  • Multi-strategy and multi-asset class portfolios
  • Discretionary investments

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:

  • Discretionary investment portfolios
  • Multi-asset class and multi-currency investing
  • Tax compliant investment strategies

Global Reporting

We provide consolidated reporting across all of your wealth, including offshore and globally when relevant. This includes:

  • Separation of short and long-term gains and losses
  • Multi currency reports
  • FX gains and losses
  • Access to our client portal

The Team

Contact Us

Secure an appointment for an opening conversation with one of the London & Capital team.

You’ll discuss your unique financial situation so we can match you with the best in-house expert for you.

Kindly note that our services are best suited to individuals with over £1m to invest.