UHNW Wealth Managers



Advice type

Investing for growth

Tax planning

Wealth management

Wealth preservation

Client Types



Family offices



Private office

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

United States

Customer Type

Wealth adviser

Robert Paul

Spear’s Review

Robert Paul, London & Capital’s head of US family office and private wealth, believes that understanding the many and varied needs of international families with a US nexus has become so complex that it has become a specialism.

Paul adds that this specialism is one that his firm has mastered, having ‘quietly built up an extremely broad and robust offering’ in its niche. ‘Our independence has actually become a real USP,’ he enthuses. ‘It has given us the autonomy to commit time and resource to a significant area of our client base, ultimately resulting in a rapidly improving service level and subsequently significant demand by families.’

Clients truly appreciate the firm’s ability to be both autonomous in terms of investing and flexible according to client needs, while also being approachable and human, Paul says.

Rank: Top Recommended

Top Recommended 2024, UHNW Wealth Managers

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