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.