PRIVATE INVESTMENT OFFICE
The PIO is a specialist team dedicated to working with our larger and more complex clients.
OUR CLIENTS
UK Private Wealth
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International Americans
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Expats in Europe
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Private Investment Office
Welcome
The Private Investment Office is a specialist team within London & Capital, led by company Partner, Iain Tait, and focused on providing holistic wealth management and unparalleled client service to a small number of larger, more complex clients who require personalised attention and advice.
We understand that today’s larger, more complex and international families have unique goals and requirements. The scale of the wider business means you are supported by industry-leading investment and tax professionals with expertise across asset classes, wealth structures and jurisdictions. The Private Investment Office coordinates these teams to build an investment strategy that aligns with your affairs and delivers on your goals.
Beyond sophisticated discretionary and advisory investment capabilities, we seek to help our clients with multi-generational wealth planning and structuring, oversight of their global estate through consolidated reporting and multi-asset platform access.
What we do for you
Investment management and advice
Your Private Investment Office team will give you the support you need, whenever you need it.
Access to leading investment management capability of the wider group which manages £20bn across asset classes for individuals and institutions.
Bespoke asset allocation framework tailored to each family, led by the team’s dedicated CIO, Pau Morilla-Giner – a true, outsourced CIO service for individuals and families.
Bottom-up, global stock and bond research and advice.
Expertise in tax-compliant investing, ensuring compliance across family structures and jurisdictions including the US.
Team of Portfolio Managers exclusive to the Private Investment Office ensuring deep understanding of each client’s investment affairs.
Third-party manager selection and performance monitoring.
Wealth structuring and international tax expertise
For multi-jurisdictional families with investment time horizons spanning generations, we understand that effective tax planning and advanced wealth structuring is often as critical as the underlying investments.
Our Tax and Advanced Planning team consists of dual-qualified US/UK tax advisers, with experience at Big Four firms and boutique tax practices.
Our planning team will assess client’s global wealth, accounting for the international nature of our client’s financial interests, irrespective of whether specific assets or structures are managed by London & Capital or not.
We do not provide tax advice but will collaborate proactively with clients and their tax and legal advisers to structure wealth in the most tax-efficient way possible.
Engaging across generations, we provide family governance and support framework around wealth transfer and capital preservation.
We are regulated by the FCA (UK) the SEC (US) and the CNMV (Spain).
Global wealth reporting and oversight
Clients can view their entire wealth globally, all in one place, whether it is held with London & Capital or other financial service providers.
Technology-enabled consolidated reporting using best-in-class software and data platform.
Reporting can be entirely bespoke and covers all asset types from listed equities and private company investments to private art collections or personal property.
Holistic oversight of ‘the bigger wealth picture’ gives clients the clarity required to manage investments and financial affairs strategically.
Clear and consistent analytics and performance monitoring across managers and asset classes.
The Team
Insights
INVESTMENT EDUCATION
Discover the what, why and how of wealth management with our easy-to-understand investment education content. Explore our 101 guides, glossary and insights.
