Ultra-high-net-worth 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.
What we do
Our typical client's wealth has grown beyond the level they can manage by themselves with investments across managers, asset classes, wealth structures and tax jurisdictions. Their primary wealth management need is consolidation and coordination, incorporating strategic investment advice, domestic and international wealth structuring and comprehensive whole-of-wealth investment reporting.
Investment management and advice
When creating or advising on your investment strategy, we assess your entire wealth portfolio, irrespective of whether it resides with W1M or elsewhere.
The service we offer is unconstrained, providing open access to investments, asset classes or investment approaches — creating greater ability to achieve investment objectives.
Direct and high-conviction investment management and advisory expertise alongside ecosystem of well-researched and approved investments, including equities, fixed income, commodities, and alternatives.
A dedicated team of portfolio managers, supported by the group’s institutional-grade research and investment teams, delivers the level of engagement and sophistication UHNW clients require.
Strategic wealth structuring
Oversight of the entire wealth gives clients the clarity required to manage investments and wealth affairs strategically and efficiently.
UK, US and EU regulated entities give families global coverage.
Our tax and advanced planning team consists of dual-qualified US/UK tax advisers.
Engaging across generations, we provide family governance and support framework around wealth transfer and capital preservation.
We work in partnership with your existing advisers to align and simplify the strategic thinking behind investment choices thus streamlining the overall management.
Consolidated reporting
Clear, timely and tailored consolidated reporting brings the clarity required to implement an overarching asset allocation framework, monitor performance and make informed decisions in real time.
Technology-enabled consolidated reporting using best-in-class software and data platform.
Our reporting covers all asset types from listed equities and private company investments to private art collections or personal property.
Consolidated tax reporting.
Performance reporting covering risk, contribution and attribution analysis across investments and asset classes.
Working with you
Our clients work closely with a dedicated team of portfolio managers and investment specialists with an in-depth understanding of each client’s wealth and investment landscape.
