UK Private Wealth
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.
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OUR CLIENTS
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 $7.7 billion of discretionary assets on their behalf. We are regulated by the FCA (UK) the SEC (US) and the CNMV (Spain), ensuring that all our clients’ global investments follow a coherent and efficient strategy wherever they are based.
What we do for you
Financial Planning
We organise and manage our clients’ 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
Why choose London & Capital?
Specialised Expertise
Our teams specialise in the nuances of wealth structuring and international tax, ensuring you receive the most relevant and effective guidance, wherever you are in the world.
Customised Solutions
We recognise that every client is unique, and we tailor our strategies based on your specific situation and personal goals.
Peace of Mind
By working with us, you can navigate the complexities of wealth structuring and tax regulations with confidence, knowing you have a dedicated partner.
Transparent Collaboration
We collaborate closely with you and your advisors, fostering a transparent and efficient approach to achieving your financial objectives.
Global Reach
Our presence in Barcelona and dedicated team who work with American citizens, reaffirm our commitment to providing comprehensive services to individuals with international wealth.
