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London & Capital Asset Management is a UK-based Wealth and Asset Management Company which has over £2.5 billion of discretionary assets under management. The company provides asset management and wealth management services for private, corporate, and institutional clients worldwide. Headquartered in London, London & Capital was founded in 1986 and opened its Hong Kong office in 2011. London & Capital were awarded Best International Private Wealth Management Provider in July 2014, and Best Boutique Wealth Manager in September 2014.

Company Background
London & Capital was a pioneer of wealth management; five weeks after the deregulation of the London financial markets on October 27th 1986 – known as “Big Bang” 3 – the wealth manager opened its doors to a new kind of investor. The deregulation of the markets broke down the separation of broker and market maker, and created competition between brokers. This allowed London & Capital to work directly with investors on one hand and the markets on the other. The company was founded by Daniel Freedman and Richard Leigh, who were looking to provide clients investment choice, free from corporate affiliations, combined with tax-efficient financial planning. Sir David Michels, has been Chairman since 2010.

US Family Office
London & Capital provide US-linked families with a financial plan which blends investment and financial objectives with tax and compliance considerations. London & Capital is both SEC (US) and FCA (UK) regulated. Legislation such as Hire Act and FATCA has significantly increased the reporting burden for US-linked citizens 8 in which there are 180,000 living and working in the UK in December 2014. 9 The US Family Office have been recognised for their continued work in managing Americans living and working in the UK 10 London & Capital’s US Family Office has seen its assets under management (AUM) surge by 226% to £750 million from 2011 to 2014 11.

Private Investment Office
London & Capital opened its Private Investment Office in May 2013 to focus its high-touch client servicing model on a select few clients, offering a service similar to that of a family office, without incurring the expense or suffer the onerous administrative burden that an all-out Family Office entails. In 2014, the Private Investment Office grew by over 30% and the Office deepened its specialism in managing hedge fund, private equity and investment banking wealth. The team is led by Iain Tait, one of the most respected private client managers in the industry. The services is aimed to be ‘more akin to a family office' without 'the dog walking and the concierge', according to Iain Tait during an interview with Spears Magazine 12. Iain was named in City Wealth’s ‘Top Private Bankers & Investment Managers’ leaders list for the past 3 years 13 and was named in PAM ‘Top 40 under 40’ in 2013. 14.

UK Private Clients
London & Capital’s UK Wealth Team combines financial planning, investment management and family-office style reporting for UK private clients. Services include retirement planning, pension planning and ISA planning. The team is managed by Gary Marcus who has been at the company for over 20 years.

International Wealth and Immigration
London & Capital specialises in immigration services for tier one investor visa applicants and international families looking to relocate to the UK. London & Capital works with a number of families, entrepreneurs and business professionals from all over the world including China, Hong Kong, Singapore, Russia and Commonwealth of Independent States, United Arab Emirates and the United States. The International Wealth and Immigration Team were awarded “Innovation in Investor Visas” in 2014 for their work advising international clients. 15

Captives
London & Capital has managed the discretionary investment portfolios for Captive Insurance Companies in the UK, Americas and Caribbean since 2006. London & Capital launched the Captive Industry Indices in June 2014 1. The London & Capital Captive Indices tracks the performance of three popular investment strategies across a ten-year horizon. The Indices make reference to four of the main asset classes suitable for Captives, namely: cash, US investment grade bonds, US equities and US high yield bonds. In 2015, London & Capital won the “Innovation in Investment Management” award from the Captive Review Service Awards. 2

Foundation
London & Capital Foundation was founded in 2005 and has invested over £350,000 to date. The Foundation focuses on ‘helping to relieve poverty and sickness in children worldwide.

Awards
London & Capital were shortlisted for Specialist Wealth Manager of the Year after being recognised for their work within the wealth management industry niches including US, UK and international private client wealth management. (Wealth Briefing Awards) 1 London & Capital came third in this years’ Wealth Management company of the Year at the prestigious City of London Wealth Management Awards in June 2014. 2