W1M is a leading international wealth and investment management firm, formed in 2024 through the merger of Waverton Investment Management Group Limited and London and Capital Group Limited.
W1M offers an extensive range of services, including cross-border advisory and planning expertise, institutional-quality investment management, and comprehensive global tax and consolidated portfolio reporting, designed to meet the evolving complexities of wealth and investment management, including addressing international and intergenerational needs.
We offer an integrated wealth management service at W1M, a true blend of wealth planning and investment management. Every client has access to a wealth planner who works with the client to create a bespoke wealth plan, and two expert portfolio managers to look after their portfolio in line with their investment objectives.
Wealth Planning
A dedicated wealth planner to establish a financial plan that gives you the best possible opportunity to accomplish your goals, and at the same time look after those closest to you. Lifetime wealth and cash flow modelling, regular reviews to evaluate your progress, adjusting the plan where necessary, and impartial advice on tax efficient investment
Dedicated portfolio managers to establish a bespoke investment management plan which includes directly invested global portfolios, access to investment expertise, commentary and events throughout the year plus anytime access to the client login for all account reporting and secure communications
