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

W1M

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

Recommended 2025, HNW Wealth Managers

Share on