Consolidated Reporting
We offer comprehensive global tax and consolidated portfolio reporting, designed to meet the evolving complexities of wealth management. Our approach focuses on your wealth in its entirety, integrating wealth planning, investment management and consolidated reporting, to ensure that our wealth management solution aligns seamlessly with your individual objectives and aspirations.
Consolidated reporting
Our reporting service will give you a single view of your wealth and provide the tax reporting information in the correct format for your relevant filing requirements.
1.
Consolidated reports across US, UK and European assets
2.
US calendar year reporting, UK/Europe fiscal year reporting, including tax reporting
3.
Relevant jurisdictional requirements and reporting met
4.
Anytime access to client portal and app for all account reporting
5.
Flexible investment reporting capability
What we do
Explore our wealth planning and investment management services
Our offering has been shaped by the needs of our clients, designed to meet the evolving complexities of wealth management.
Wealth planning
From day one, we carefully consider your priorities and aspirations to create a wealth plan individual to you, honouring your unique circumstances and values today and as they evolve over time.
Investment management
We offer extensive active investment management capabilities built around you and available across markets and asset classes. Dedicated portfolio managers will establish a personalised long-term investment strategy to implement your wealth plan.
Meet the team
Insights
The latest from our experts
Get in touch
Speak to a member of the W1M team
Newsletter
Sign up to receive the latest news and insights from our experts
By signing up to our newsletter you opt in to receive emails from W1M. You can unsubscribe at any time.