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.

 

Our clients share some similar characteristics:

Arrange an introduction

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

020 7396 3388

Reduce complexity. Wealth and success bring complexity – multi-faceted business affairs, multiple residences, philanthropic commitments. Their 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 our clients to spend more time with their families, charitable endeavours or establishing a legacy. 

Listen and consult. Our clients want to ensure that their money is being managed appropriately and with skill. Some will also want consultation and input into the way their investments are being managed, while some would rather work purely on a discretionary basis. We are not prescriptive and can accommodate either approach.  

Judgement of risk. Our clients recognise the importance of risk management, but may view risk in different ways. Some want to ensure that their investments keep pace with inflation or track a specific benchmark. For others it will be more personal: will there be enough income to provide for my family? What is the most effective way to leave a legacy?

Harnessing new ideas. Our clients are constantly exposed to new investment ideas through their business interests and their network. Our job is to identify those ideas with real investment merit that present an opportunity for sustainable, long-term returns. 

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

Our services include:
  • Discretionary investment management
  • Multi-generational wealth planning
  • Coordinate legal and tax advisers
  • Consolidated financial reporting
  • Family board meetings
  • Investor visa
 Typical clients include:
  • Hedge fund and private equity professionals 
  • Entrepreneurs
  • UK resident non-domicile

Meet the team

News & Insight

On its own, passive investing is an incomplete investment solution

The increasing popularity of passive investing is putting pressure on active managers to demonstrate their value. In our latest white paper, we analyse in depth the merits of both active and passive investing, identifying the fault lines in both investment models.

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.

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.