Index

UHNW Wealth Managers

Location

London

Advice type

Investing for growth

Tax planning

Wealth management

Wealth preservation

Asset Class

Trusts

Client Types

Expats

Families

Family offices

HNW

Non-domiciles

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

London & Capital partner Robert Paul 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,’ he says.

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

Adviser Profile

Robert is a Partner at London & Capital and leads the US Family Office, a team of over 30 professionals managing c.$2bn of assets. He specialises in advising on the structure, asset allocation and coordination of international wealth, working with a wide network of leading private client professionals in the UK, Europe and America.

He's widely considered to be one of the leading experts in advising US-connected individuals on the management of their international wealth and is regularly asked to speak on the challenges of managing money within the complex tax regime of the US.

Robert also acts as a Trustee for the London & Capital Foundation and as a Trustee for the Roald Dahl Marvellous Children's Charity.

Rank: Top Recommended

Top Recommended 2022, UHNW Wealth Managers

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