London & Capital

Geographical focus

United States

Client types





Customer types


London & Capital

Both wealthy families and institutions face the complex task of trying to navigate the demands of regulation and international taxation, whilst at the same time, ensuring their money is managed in line with their aims.

London & Capital has been built on the skills, expertise and experience necessary to deal with these challenges and make our clients' lives easier. We specialise in helping clients organise their wealth into a coherent global strategy, invest with a focus on capital preservation and provide clear, concise global reporting.


UK and international

The core of our expertise is managing investments for wealthy families. We build investment strategies that are designed to be resilient and help clients achieve their long-term financial goals. Many of our clients are international, with finances, business interests, property and family across multiple countries. We provide clear, comprehensive financial strategies and global reporting regardless of currency or location.


We are one of the few wealth managers who actively welcome US clients and are both SEC (US) and FCA (UK) regulated, with a dedicated team who have been looking after international American families since 1989. Whether you are a US Citizen or Green Card holder living abroad, a British expat in the US or a foreign entity with US reporting, we are uniquely positioned to assist with wealth planning, investment management and reporting across all global assets.

European investors

In 2021 we set up a new entity in Barcelona, Spain. This allows us to keep servicing our EU clients in a post-Brexit world and to accelerate the growth of our EU client base.

These are the countries where we will be able to offer our services:

Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain and Sweden.


Strategic financial planning 

We organise and manage our clients' worldwide assets, delivering a coherent and global investment strategy offering:

- Global, tax efficient financial planning

- Discretionary investment management

- Multi-generational wealth planning

- Coordinating legal and tax advisers

- Family board meetings

- Access to Credit Facilities

Investment strategy

Our portfolios are designed to compound growth but, importantly, control downside risk and preserve capital in adverse economic conditions and financial market stress.

We believe delivering at these times, when it matters most, is crucial to outperforming the market over the long term and enhancing client wealth.

We invest with a global and strategic investment mindset. Asset allocation and security selection is actively managed and we do not constrain ourselves to benchmarks. Resilience is delivered through investment portfolios with highquality and income at their core and we take internal ownership of the investment and risk management process by investing directly in fixed income and equity markets.

Consolidated reporting

We want our clients to know and understand what we are doing on their behalf, enabling them to have as much or as little input into the running of their investments as they wish. As part of this, we provide access to an online portal so that clients can review their portfolios in detail.

The portal includes:

- The ability to view a portfolio from different perspectives (current value, multiple-portfolios and currencies, asset class and geographical weighting and performance, individual stock contribution and performance) - An option to select the information received in a range of formats

- A document library with all portfolio information held in one place

- Accessibility from laptop, tablet or mobile

- Consolidated reporting across all our clients UK, US, European and offshore assets.

To speak to us about how we can work with you and your wealth, contact us at

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