LONDON & CAPITAL
Over 25 years, we have built a premier wealth management service for expatriates, mainly US citizens, based in London. Fluid tax regimes, treaties and agendas characterise this space and over time the challenges have ballooned. Our typical high net worth individual or family has assets in the UK, in the US and elsewhere offshore. We solve the problems of this international mix as clients seek to preserve wealth in the face of multiple jurisdictions with different financial rules and tax regimes.
Our structure includes entities regulated by both the US (SEC) and UK (FCA). To this we add external relationships in custody, law, tax, trusts and other specialities to amplify our service. As such, we are among the few UK wealth managers who can cater holistically for US clients. Services focus on wealth management needs from basic planning to complex pensions and other structures, foreign tax credits and estates. We can jump the high hurdle of US and UK-friendly tax reporting, too.
Recently, change in US and UK regulation and tax legislation means that some financial institutions no longer wish to cater for US citizens abroad. We fill the niche, and we have created this publication with this in mind. We will tell you the stories that illustrate the issues and how we can resolve problems to maximise wealth preservation.
Daniel Freedman, Managing Director and Co-founder
After a successful career at Allied Dunbar, Daniel Freedman and Richard Leigh founded London & Capital on the principles of independence, service and integrity and these have been maintained over the past 26 years. As a leading strategic partner, Daniel’s role includes managing and leading one of the UKs most successful independently-owned investment companies. Daniel also heads the US Family Office, which accounts for nearly a third of total assets under management of the business.
Tel: 020 7396 3206 Email: firstname.lastname@example.org
Tony McLoughlin, Director
Tony is a Board Director of the London & Capital Group and was instrumental in the development and management of the Group’s US SEC registered company. Tony has been working in partnership with international private clients and their advisers for over 30 years, particularly in North America and the Caribbean. One of his key achievements for London & Capital is to have successfully built dedicated areas of investment excellence within the investment team. Tony is the Group’s technical in-house investment expert on portfolio construction specifically as related to UK resident non-domiciled families and in particular to US citizens living in Europe. He oversees the international strategy across the London & Capital Group for US clients and plays a leading role in the firm’s US Family Office, advising clients on tax optimisation through investments and overall asset allocation. He holds UK and US investment qualifications and licenses including the Investment Management Certificate (IMC), FPC 1 & 2, Certificate in Financial Planning (CF2) together with US Series 65 (FINRA). He has been UK authorised since 1984 and US SEC registered since 2005.
Tel: 020 7396 3259 Email: email@example.com
Robert Paul, Executive Director
Robert is Executive Director within our US Family Office. Robert started his career in alternative investments before moving on to investment advisory where he specialised in advising high net worth investment professionals. At London and Capital, Robert is responsible for advising private clients, families and trusts on asset allocation, risk profiling and the structuring of their investments. Robert received an honours degree in Engineering from Loughborough University and has the Diploma for Financial Advisers, the Investment Management Certificate (IMC) and is an Associate of the Chartered Institute for Securities & Investment. More recently, Robert was named a top 50 High Net Worth Wealth Manager in the Spears 500 index.
Tel: 020 7396 3274 Email: firstname.lastname@example.org