Company
Position
Partner
Index
UHNW Wealth Managers
Wealth & Investing
Location
London
Advice type
Investing for growth
Tax planning
Wealth management
Wealth preservation
Client type
Expats
Families
Family offices
HNW
Non-domiciles
Private office
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
United Kingdom
United States
Customer type
Wealth adviser
Robert Paul
Spear’s Review
Robert Paul, London & Capital’s head of US family office and private wealth, believes that understanding the many and varied needs of international families with a US nexus has become so complex that it has become a specialism.
Paul added that this specialism is one that his firm has mastered, having ‘quietly built up an extremely broad and robust offering’ in its niche. ‘Our independence has actually become a real USP,’ he enthused. ‘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 added.
Rank: Top Recommended
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