Company
Position
Executive director
Index
HNW Wealth Managers
Location
London
Advice type
Family offices
Investment management
Wealth management
Wealth planning
Client type
Celebrities
Charities
Families
HNW
Sportspeople
UHNW
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Jonathan Gold
Spear’s Review
As an executive director within the US family office of W1M (the business formed from the 2024 merger of Waverton Investment Management and London & Capital), Jonathan Gold is responsible for providing integrated wealth management services to HNWs, UHNWs and trusts, with a number of high-profile individuals on the books. The firm has particular expertise in helping overseas Americans organise their wealth affairs into a coherent global strategy, including providing clear and concise reporting to relevant tax authorities.
Prior to joining W1M, Gold worked in a senior role at the Royal Bank of Canada, where he provided a range of services, including discretionary and advisory investment management, wealth structuring and credit solutions.
He is a fellow of the Chartered Institute for Securities & Investment and holds the industry-respected investment management certificate and Series 65 qualification.
Rank: Recommended

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