The 'Forgotten Rich'

 

There’s a group of people in the UK who might be feeling rather unloved when it comes to help managing their finances.

Too wealthy for the average independent financial adviser (IFA), but not to the extent they need a full family office, they have considerable assets but seem to struggle to find the right person to manage them.

We call them the Forgotten Rich.

For the mass affluent, an IFA might be the most obvious choice when looking for someone to manage their investments. At the other end of the spectrum is the full family office for families or individuals who have considerable assets.

So where does this leave people like you?

You may very well find yourself stuck in the middle. You’re seeking wealth management that may be a step above your IFA, but without the cost and complexity of a family office.

Standing between the IFAs and family offices are the specialist wealth managers who offer that step up in service and capability; the scale, expertise and personal touch that you require, but without the extravagance of a family office.

At London & Capital, we understand the sophistication and complexity of those clients who find themselves in this gap between IFAs and family offices, by providing the appropriate financial planning and investment management services, tailored to their unique requirements.

Iain Tait

Partner & Head of the Private Investment Office

Iain became a Partner of London & Capital in 2008 and heads the firm's Private Investment Office, which he founded in 2013. The Private Investment Office provides wealth management services for some of the firm’s largest clients.

Prior to joining London & Capital, Iain ran his own wealth management business for five years, in association with Zurich Financial Services Limited, where he built and maintained a significant high net worth client base. Before that, he was a partner at Freeman, Farmer and Anderson Company at only 27.

He has been awarded the Investment Management Certificate, a Diploma in Financial Planning and a BA Hons degree from The University of Manchester. He has been named in CityWealth’s ‘Top Private Bankers & Investment Managers’ leaders list for the past 3 years and was named in PAM ‘Top 40 under 40’ in 2013.

Find out more

Arrange an introduction
To speak to Iain or a member of the Private Investment Office, please call 020 7396 3388 or email invest@londonandcapital.com


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