We recognise that growing wealth across borders creates complexity. If you are living in Europe or are looking to relocate there, our dedicated team, based in Barcelona, specialises in helping expats organise their affairs into a coherent strategy.
At W1M, we work in partnership with you, guiding you every step of the way. We take time to listen and understand your objectives and aspirations to create a wealth plan and investment solution tailored to you.
1.
Setting your objectives
An introduction to W1M and establishing your wealth and life objectives and aspirations.
2.
Evaluating your current situation
Reviewing your circumstances and evaluating the best options for you. Translating your priorities and goals into practical financial objectives based on your situation, attitude to risk, time horizon, investment and sustainability preferences. Cash flow planning to forecast for your future. Tax and pension analysis.
3.
Creating your wealth plan
Presenting your integrated wealth and investment plan – how it will work for you today and in the future.
4.
Implementing your wealth plan
Once you’re comfortable with our proposed solutions, we will start implementing your wealth plan with you. Agree on the recommendations for investment, set up tax efficient portfolios and invest according to your investment strategy.
5.
Ongoing review and reporting
You will have access to a dedicated team. Ongoing wealth management and regular reviews and meetings. Reporting in line with UK/EU requirements. Access to client portal and app. Access to full service offering at W1M.
What we do
Our services
We design tailored asset allocation and tax-efficient strategies, ensuring compliance across complex family structures, jurisdictions, and regulations, with global reporting in any currency.
Your wealth manager will develop a plan aligned with your family’s short- and long-term objectives. This includes a thorough review of your finances, priorities, and risk tolerance, translating your goals into a strategy across UK and European assets, lifetime wealth and cash flow modelling, tax-efficient structuring, and regular reviews to track progress and adjust as needed.
Investment Management2
The team will create personalised long-term investment strategies to implement your wealth plan, using a global, active, and direct approach. Investments are tax-efficient and tailored to your preferences, with year-round access to expert insights and events.
Consolidated Reporting3
Our reporting service offers a single view of your consolidated investments across the UK and Europe, including fiscal year and tax reporting. We meet all jurisdictional requirements and provide flexible reports, with anytime access via client portal and app.
For UHNW individuals and families
The Private Investment Office specialises in wealth management and bespoke client service for a select group of ultra-high-net-worth individuals and families requiring broader support across their full financial affairs irrespective of what is managed by W1M.
