Specialist investment services for international American families

Being an American living overseas comes with many benefits, but also some challenges, particularly when you are looking for investment advice and wealth planning.

We have specialised in providing tax efficient investment advice, and managing wealth for international American families , for 25 years.

We are one of the few wealth managers who actively welcome US clients and are both SEC (US) and FCA (UK) regulated. A strong track record of long-term investment advice for international Americans has allowed us to take a long-term view on behalf of our US clients.

The Team

Robert Paul

 Robert Paul, Partner and Head of the US Family Office

Robert is a Partner at London & Capital. He provides wealth and investment advice to US-connected private client families and trusts. He specialises in advising families on the structure and asset allocation of their investments within the complex tax regime of the US.

Robert has the Diploma for Financial Advisers, the Investment Management Certificate (IMC) and is an Associate of the Chartered Institute for Securities & Investment. In 2016, 2017 and 2018 Robert was named ‘Top Recommended’ for international clients in the Top 50 High Net Worth Wealth Manager section of  the Spears 500 index and was named in PAM’s ‘Top 40 under 40’ in 2018.

 

Jonathan Gold Executive Director London and Capital

 Jonathan Gold, Executive Director

Jonathan is an Executive Director within the US Family Office at London & Capital. Jonathan is responsible for providing integrated wealth management services to high and ultra-high net worth clients, with a focus on the sports and entertainment sector and US-linked clients. Prior to joining London & Capital Jonathan was a Director at RBC, where he provided services including discretionary & advisory investment management, cash management, banking, property and asset-backed credit solutions and wealth structuring. Jonathan is a Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate. He is listed in the Top 50 HNW Wealth Managers in the Spears 500 index and features in the Citywealth Leaders list of prominent figures in Wealth Management.

 

Adam Myers, Executive Director

Adam joined London & Capital in 2007, initially working alongside Daniel Freedman in the firm’s Miami office, serving both US and UK private clients. In 2010, he returned to London to help establish the firm’s US Family Office and has since helped the division’s growth in becoming the UK’s leading adviser to American clients living overseas.

More recently, Adam is helping the division’s geographic expansion across key European locations. Adam has a degree in Business Management from the University of Birmingham and has been awarded the Diploma for Financial Advisers from the London Institute of Banking & Finance.

 

Jenny Judd Director London and Capital

Jenny Judd, Director

Jenny has over 20 years’ experience in wealth management, starting her career in 1999 advising expatriates on offshore investment funds before moving into corporate account management. Jenny is passionate about building relationships and working with individuals and their families, which prompted a move into the private client space where she has dedicated her time to working with high net worth individuals, building her expertise and areas of specialism.

During this time Jenny has successfully gained Chartered status and became a Fellow of the Personal Finance Society, she is also a member of Resolution. Jenny specialises in helping clients going through significant life changing events with particular focus on supporting high net worth and ultra-high net worth individuals with US connections.

Jenny enjoys running, regularly entering 10km races and lives in the countryside with her two sons.

 

Nji Lorimer Director London and Capital

Nji Lorimer, Director

Nji Lorimer joined London and Capital as an experienced Chartered Financial Planner with over ten years’ experience in the world of personal finance and wealth management. Having gained a Law Degree with honours from Edinburgh University Nji is extremely technically capable and remains committed to continued professional development.

Nji heads up our wealth and investment management service for highly remunerated Senior Business Leaders, predominantly partners and directors.  She uses coaching techniques, investment management, tax planning and cashflow modelling expertise to design, build and nurture bespoke financial blueprints which helps clients meet their long-term financial goals.

 

To speak to a member of the US Family Office, please give us a call on  +44 (0) 207 396 3388
or email invest@londonandcapital.com