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.

Adviser Profile

Robert is one of W1M’s most experienced and well-known wealth managers. Having been instrumental in the development of London & Capital’s US Private Wealth business, which focuses on supporting international American families, he now splits his time between advising some of the largest US-connected families across the firm and supporting the proposition enhancement and growth of all the teams under the private client group umbrella.

In addition, over the last 12 months this role has expanded to co-leading the integration of the two legacy private client teams. The ultimate objective is to merge two businesses into one integrated, culturally aligned high-performing private client team which both clients and colleagues can be truly proud to be associated with.

This has required redesigning the overarching client proposition, establishing new team structures, reporting lines, compensation model and distribution strategy, and hiring.

Outside of work, Robert lives in Hampshire with his wife, three children and collection of disobedient animals.