Private Investment Office

The family office approach

The Private Investment Office works on behalf of a relatively small number of our largest and more complex clients, providing an expansive service that effectively manage our clients’ investable assets.

 

Wealth and success bring complexity – multi-faceted business affairs, multiple residences, philanthropic commitments. We believe your financial arrangements should help rather than contribute to this complexity. For most of the clients we work with, the most precious commodity is time. Our service allows you to spend more time with your families, charitable endeavours or establishing a legacy.

Arrange an introduction

To speak to a member of the Private Investment Office, please call:

020 7396 3388

Strategic financial planning

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

Investment Strategy

  • Comprehensive financial advice
  • Tax efficient investment
  • Passive and active direct stock and bond portfolios
  • Multi-currency investing
  • Multi-strategy and multi-asset class portfolios
  • Focus on capital preservation

Consolidated Reporting

  • Calendar year reporting
  • Fiscal year reporting
  • Separation of short and long-term gains
  • Multi-currency gains and losses

In addition to our family office offering, we also have teams dedicated to specialist areas of investment and clients with specific needs.

Private Equity Office

We specialise in working with Private Equity professionals and firms to manage personal wealth as well as company treasuries and pensions.

Find out more

Women's Private Office

Our Women's Private Office offers a service that understands the lives and needs of women entrepreneurs, professionals and those that have gone through a life changing event such as a divorce.

Find out more

Professionals Office

Our Professionals team provides a high quality, holistic and cost-effective wealth management service for legal and accountancy partners.

Find out more


Defining Moments

Iain Tait, discusses a few of the defining moments on the road to clients’ financial goals.

 

Read more


News & Insight

London & Capital's Macro Outlook: 20/20 End of cycle postponed, but vision far from perfect

2019 will be remembered as the year when major central banks staged a significant turnaround in monetary stance. On the back of this, investors have begun to show signs of an acute case of FOMO (fear of missing out) and put cash to work in a way that has not been seen for many years.

Read our Q1 Macro Outlook to hear what our experts have to say

Splitting time: Living both sides of the Atlantic

It’s an attractive premise: in a shrinking world where careers and family life can span continents, why not spend half the year in one place and half the year in another?

This is a luxury which the Duke and Duchess of Sussex are working on to make a reality, but you need not be a royal to make it happen. Whether you are a corporate executive overseeing an international business, an entrepreneur who enjoys the flexibility of residing in two places, or you simply enjoy spending time in two countries, there are many who make this lifestyle theirs.

Read more here