Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Wealth planning

Client Types

Celebrities

Charities

Families

HNW

Sports people

UHNW

Sector Focus

Artists, Writers and Performers

Financial Services

Sports & Leisure

Wealth Management & Private Banking

Geographical Focus

United States

Customer Type

Wealth adviser

Jonathan Gold

Spear's Review

As an executive director within the US family office team of London & Capital, Jonathan Gold is responsible for providing integrated wealth management services to HNWs, UHNWs and trusts, with a number of high-profile individuals on the books. The firm has particular expertise in helping overseas Americans organise their wealth affairs into a coherent global strategy, including providing clear and concise reporting to relevant tax authorities. 

Prior to joining London & Capital, Gold worked in a senior role at a global bank, where he provided a range of financial services including discretionary and advisory investment management, wealth structuring and credit solutions. He is a fellow of the Chartered Institute for Securities & Investment and holds the industry-respected Investment Management Certificate and Series 65 qualifications. 

Rank: Recommended

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