DANIEL FREEDMAN

LONDON & CAPITAL

City
London
Category
UHNW Wealth Managers
Company Size
International

It is no surprise that London & Capital, one of the UK’s largest independently owned wealth management firms, is becoming a popular destination for international clients. ‘The complexity of managing wealth in multiple jurisdictions has been a theme that London & Capital has specialised in since its inception,’ says Daniel Freedman, adding that it’s ‘an area that other wealth management firms often don’t service due to its complicated nature’. This SEC and FCA-regulated company is also one of the very few advisers who are able to look after US nationals in the UK. Freedman, who has been advising US HNWs since 1986, leads the way in this space, as it requires specialist knowledge of both UK and US tax regimes. He developed the London & Capital US family office off the back of a growing need for the organisation and management of wealth in both countries. The company now has four divisions specialising in complex areas. Freedman explains he is especially proud of the firm’s planning-led strategy which is focused on tailoring portfolios to clients’ individual requirements. Its investment philosophy is designed around capital preservation, with an active management approach. London & Capital combines its financial knowledge with a wide range of private client services provided by intermediaries the world over, from lawyers to accountants and tax advisers. ‘It’s a full end-to-end service, akin to that of a family office,’ Freedman enthuses.

Daniel Freedman
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