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Work Experience
Company Details
We work with HNW and UHNW individuals to provide an integrated wealth management solution which includes financial planning, tailored investment management and multi-currency reporting. With offices in London and Barcelona, and a dedicated team who specialise in ex-pat Americans, we are perfectly positioned to provide a truly borderless wealth management solution. We manage $5.3 billion* of assets and specialise in creating bespoke investment solutions centred around our clients' objectives and life goals. *as at Q1 2023 The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Nothing contained herein constitutes investment, legal, tax or other advice. Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588. London and Capital Wealth Advisers Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604. London and Capital Wealth Management Europe A.V., S.A. is authorised and regulated by the Comisión Nacional del Mercado de Valores of Edison 4, 28006 Madrid, with firm reference number 307. Registered in Barcelona, Spain, at Volume 48048, Sheet 215, Page B-570650 and Tax Identification number (NIF) A16860488.
Year Founded
1986
Social Media
Linkedin
Industry
Financial Services
HQ Location
Two Fitzroy Place 8 Mortimer Street London, London W1T 3JJ, GB
Keywords
Investment SolutionsTax Efficient Wealth PlanningHNW and UHNW Wealth ManagementInstitutional Asset Managementand Consolidated Tax Reporting
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