Company
Position
Partner
Head of department
Index
UHNW Wealth Managers
Location
London
Advice type
Cross-border
Investment strategy
Tax structuring
Wealth management
Wealth structuring
Client type
Expats
Family offices
Non-domiciles
Private clients
UHNW
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
United Kingdom
United States
Robert Paul
Spear’s Review
Robert Paul is head of US family office and private wealth at W1M, the firm formed from the merger of Waverton and London & Capital. He believes that understanding the many and varied needs of international families with a US nexus has become so complex that it has become a speciality. Paul says his firm is a leader in this space, having ‘quietly built up an extremely broad and robust offering’.
‘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

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