Have the short, sharp Spear's newsletter delivered to your inbox each week
Company

W1M

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

Top Recommended 2025, UHNW Wealth Managers

Share on