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

Meet the team

Arrange an introduction

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

020 7396 3388

News & Insight

The 7 Rules of Successful Long Term Investing

Our Chief Investment Officer, Pau Morilla-Giner, sets out his golden rules for maintaining a level-headed approach to making independent, considered decisions on behalf of clients, while focusing on long-term resilience rather than short-term gains.

Watch the video here

Behavioural Finance - The Psychology of Investing

Pau Morilla-Giner, Chief Investment Officer at London & Capital, explains how he builds behavioural factors into asset allocation and investment selection for client portfolios, and why it is necessary for consistent, risk-managed returns.

Watch the video here

London & Capital's Macro Outlook: A New Mood

Trade Wars, rising Interest Rates and Political Risk - is recession inevitable?

2018 has been a year when investors have been reminded of economic and financial risks with damaging volatility spikes.

Read our Q3 Macro Outlook to hear what our experts have to say