Ultra-High-Net-Worth individuals and families
The Private Investment Office works with families whose wealth spans multiple institutions, jurisdictions and structures. It acts as a central point of coordination across these relationships, giving families a clear and organised view of their overall wealth position.
Private Investment Office
The proposition is supported by a core team of dedicated professionals responsible for managing client portfolios and overseeing a broad base of advisory relationships. Working closely with clients and their advisers, the team brings together investment oversight and management, reporting and planning within one coherent framework.
This gives families more time for what matters most to them, supported by clearer insight into their investments and the informed decisions that help drive more resilient long-term performance.
We concentrate on the issues that matter most to you; simplifying, coordinating and elevating your entire wealth management picture.
Fragmented information and oversight
Isolated decisions and misaligned planning
Unclear performance and uncertain outcomes
Increasing administrative and operational burden
Concentration of responsibility and generational transition risk
The Private Investment Office solution
Global, whole-of-wealth consolidated reporting
Technology-enabled reporting that delivers a complete, accurate and timely view of the family’s assets.
- Allocation visibility across public, private and real assets
- Direct data integrations across banks, managers and private assets
- Performance and risk analytics including benchmarks and peer comparisons
- Detailed commitment and cash‑flow tracking
- Document and data management
Outsourced Chief Investment Office, advice & execution
A manager agnostic investment offering providing strategic oversight and coordinated decision-making across the family’s investment portfolios.
- Strategic asset allocation aligned to long‑term objectives
- Independent oversight across banks, managers and asset classes
- Third-party manager selection and monitoring
- Centralised access to expertise and coverage across W1M’s entire investment business
- Account management across institutionally-priced global custody network
Strategic cross-border tax & wealth planning
A coordinated planning framework covering tax, structuring and long-term wealth considerations across jurisdictions.
- Life & wealth objectives review
- Cross‑border tax planning and wealth structuring
- Multi-jurisdictional tax reporting capabilities (including dual US/UK)
- Cash‑flow and liquidity analysis
- Tax & legal adviser support and coordination
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.
