Wealth & Finance International - Wealth & Money Management Awards 2016

Wealth & Money Management Awards 2016 42 London & Capital Best International Wealth Manager 2016 London & Capital is an independently-owned wealth management firm that provides discretionary wealth management for ultra-high net worth individuals and institutions. We spoke to Carl Mackenzie to learn more. Company: London & Capital Name: Carl Mackenzie Email: [email protected] Web Address: www.londonandcapital.com Address: 7 Triton Square, Regents Place, London, NW1 3HG Telephone: 0207 396 3200 London & Capital offers discretionary wealth management services, which brings together investment management, financial planning and consolidated reporting to ensure that a client’s portfolio operates coherently. Carl talks us through the firm’s client focused approach and how it endeavours to ensure that everyone who works with the company receives the very highest quality of service and impressive returns. “In partnership with the client and aligned with their individual goals, we build a bespoke portfolio to suit their needs. This incorporates estab- lishing an overarching investment strategy, structuring and the optimal asset allocation to achieve the desired investment outcome. “What really sets us apart is that we approach every client relationship as if it is a partnership rather than them simply being an investor. We usually become our clients trusted adviser, developing an intrinsic knowledge of their situation, enabling us to act decisively to ensure our client’s investment needs are met.” Alongside having a client focused wealth management approach, Lon- don & Capital also has a very entrepreneurial culture, which very much takes it lead from Managing Director and co-founder, Daniel Freedman and the steps he has taken over the last 30 years to grow the firm, as Carl explains. “All members of the team are focused on the same long-term objectives and every activity undertaken is in the best interest of our clients. There are many ways in which we cultivate this team spirit, an example of this is our Development Committee. Made up of a cross-section of teams, functions and seniority, the committee is an open forum for suggestions and initiatives that will make any/every aspect of working at London & Capital and the service we provide our clients more effective.” London & Capital’s success has come from identifying niches in the market and pin-pointing underserviced sectors. As his final comment Carl describes how the firm intends to continue to build upon this suc- cess and continue providing the very best service to clients. “Our focus will continue to be on identifying markets which share similar characteristics. These tend to be markets that are complex and require technical expertise, where there is a need that is not being satisfied by our competitors and the clients meet our usual profile. After identifying the opportunity, we then build a specialist proposition to cater for that market.” WM16002